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I'm custodian on my minor son's stock holdings w/ComputerShare. Do I put 1099-B and 1099-DIV forms on my joint return? Son's income is too low to require a return.
The account is a UTMA custodial account. I have put the 1099-DIVs on my return in the past, but this year have a 1099-B (sold one stock) and am now not sure if I was doing the right thing putting it on my joint return with my husband.
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‎April 7, 2023
9:46 AM