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@RBGulrajaniCPA wrote:

The 1099-B has different amounts for Total and Qualified dividends, capital gain distributions, nondividend distributions, and Unrecap. Sec 1250.  It looks like you can only nominee out one amount to me.

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I haven't used ProSeries in several years but in the past my work-around for this with the 1099-DIVs was to make a separate entry on Sch B for each category of income and then use the nominee box to adjust it.

e.g.:
Merrill Lynch - Qualified Dividends  $1,000  (Nominee $500)
Merrill Lynch - Non-Qualified Dividends $200 (Nominee $100)
Merrill Lynch - CGD $500 (Nominee $250)

That seemed to work for most things.  As AM said, the 1099-B/Sch D/8949 was more like hammering a square peg into a round hole to get the results to the right place.

Add me +1 to the Nominee 1099 forms at the end of the year.  That can be difficult with brokers if you get a 2nd and 3rd "correction" in March/April.  Best bet is to split the account ASAP.

But none of this addresses your current problem, just go with SJRs solution, tell the IRS the same thing you told us, and include the ex-spouse's SSN.

Rick