The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: Joint Brokerage account||Date: 1/14/2000 3:03 PM|
|Author: cheerful||Number: 25019 of 119627|
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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