DLCINCY
New Member

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.