SCH D F/S/J

[michaelmars]

Anyone know why we have to put filer or spouse in for stock sales but not for int or div? just an annoying diagnostic to keep getting.

[grandmabee]

for carryovers. D does B does not and they may not be joint next year

[JRS]

I list F/S/J on all my 1099's. I have a few clients with separate accounts along with joint accounts.

[Lion EA]

I label everything the program allows me to label T or S or J so I can have a first cut at the MFJ vs. MFS comparison.

[Gail in Virginia]

And I label everything possible also because it can affect the way the state income tax is calculated here in Virginia. We used to have a Married Filing Separate on a Combined Return filing status, which has morphed into the spousal tax adjustment and is dependent on both taxpayers having income. Therefore, it can be important to distinguish joint, filer and spouse when entering interest, dividends and stock sales. I had not even realized their was a diagnostic for this because I am so used to putting it in for everything.

[jainen]

>> it can be important to distinguish joint, filer and spouse<<

Geez, everybody whines about how complicated California taxes are, and also about how mixed up California marriages are. Well let me tell you, we don't do that what's-mine-is-mine stuff. What's the point of being married if you don't want to share? I remind my wife about that every other Friday.

[michaelmars]

I know why you might want to have all items designated but why should there be diagnostics on sch d but not on sch b, just a programming snafu imho