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Financial Planning / Tax Strategies


Subject:  Re: joint tenants question Date:  2/7/2007  3:20 PM
Author:  ptheland Number:  91844 of 132471

I hold a brokerage account with my siblings as joint tenants. If we disburse the account to each of us individually, are there any tax implications I should be aware of?


How did the money get into that account? Who put it in? Who has been reporting the income from this account?

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