TaxMamas TaxQuips: Tax Quips

TaxMamas TaxQuips: Tax Quips


Reporting Shared Accounts

January 07, 2010

Today TaxMama hears from Susi in New Jersey, with a common problem. “I have joint brokerage accounts with different members of my family that I manage. The brokerages send the year-end 1099’s in the name of the ‘’primary’’ owner. How can I ap