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Need help with how to file on a Stock CUST SIP account that was cashed out in 2016 for my son. That account has both my name and my son's on it.
Is there a TurboTax program, like Premiere or Deluxe, that can be used for this type transaction? Will everything I need to file it be on the bank statement when it arrives? Since the money went to my son, I assume he needs to file and not me as account Custodian.
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May 31, 2019
6:37 PM