Home Buyer's Amount shared between Husband and Wife

[wendydepow]

How do we change the percentage claim of the home buyer’s amount (10,000) so that the husband and wife can claim 50% each (5000)?
Thanks!

[laurie]

Did you check under the optimizations page? I’d think it would be there.

[snoplowguy]

On the “Credits” screen scroll down to Home buyers’ amount.
It will likely be defaulted to 100% for the spouse with the greater income.
Over-ride to 50% there and it will split the claim. A few years ago it was mentioned this should not be an “override” but I think it got missed by the developers.

Here is a link to the issue;

Home buyers' amount Review Message

On the Details of various credit amounts, the yellow review message “The allocation of the Home buyers’ amount does not equal 100%. Please review” will not go away for a single person who answers “YES” to make a claim for the Home buyers’ amount. The only solution seems to be a sign off. For a married couple, you can get the review message to disappear by entering an amount into one of the 2 optional boxes that allow a split the amount with a spouse or co-owner, then delete the percentage that…

[wendydepow]

Thank you for your help! We had to override the % field on the credits page.

[lmanleytax]

Go to the “optimization” page and part way down you will see the Homebuyers section under the Detailed family optimizations . If you are set to optimize between spouses then change the “yes” to “no” and then enter the percentage. You will have to sign off the override on the yes.