Tag Archives: Brokerage Accounts

Reporting Shared Accounts

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 apportion the profit/loss to each member according to his/her fair share (contribution) in […]