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Financial Planning / Tax Strategies


Subject:  Re: Tax liability for JTWROS Date:  10/3/2012  3:43 AM
Author:  harbor991 Number:  116731 of 124774

Hello Peter,

I am suspecting that in addition to your skills at tax preparation that you also possess psychic abilities! For example, you are indeed correct that my disabled brother has much smaller income than both me and his other brother. And amazingly, it is a fact that his SSN is on file with the broker thus making him the "nominee". And Peter, because of both his failing memory and touch of irresponsibility, he's been known to forget important things, often resulting in his taking on more burden than necessary.

I will make him aware of your comments and see if around next April 15 he still "remembers" it. ;-)

Thanks for your help,

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