I need to split investment gains and losses (stocks and funds) between me and my wife. I can't find any way to enter these once in Schedule 3 and indicate my wife and my % age share.
You have to split them manually.
Once you have one S3 done, click the edit button and select "forms" then "copy transfer form" then "copy".
this will make an exact duplicate for the other spouse.
Thanks! Now - another problem. I changed the number of shares and other values, dividing it by 2, as you suggested. I entered the stocks disposition proceeds in Schedule 3. As a result I got the following: Total disposition proceeds 68,221.42, total adjusted base 67,885.52, CG 1,113.25. Yet Line 13199 still shows double the amount of 136,442.84, and it's not editable. Also gain in Line 13200 shows as 1,449.15, instead of 1,113.25. Please advise. Thanks.
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