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Financial Planning / Tax Strategies


Subject:  Re: Joint Brokerage account Date:  1/14/2000  3:03 PM
Author:  cheerful Number:  25019 of 127613

I am married but have to file separately (by law). The account is with my spouse. Thanks!


I have a joint account but I have to file tax return separately. I am in the state of New York. Could anyone please kindly help me how the dividend/capital gain is allocated b/w tenants of the accounts?

I think we need a little more information. Who is the joint account with - your spouse or someone else? Are you married, intending to file a separate return, or are you single?

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