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Joint account not spouse DIV payee switch
I have a joint account with daughter and I was the primary (SSN first). We switched primaries recently due to tax brackets. I was told the IRS would not be notified of this switch until May 2023 but we received a corrected 1099 form. My daughter has already filed her taxes not claiming the dividend. I want to be responsibile for the div on my tax return and do not know how to tell IRS that I am paying for my daughter.
March 22, 2023
10:21 AM