I have a JTWROS brokerage account with a family member.
Last year we sold assets on the account and it generated a 1099-B.
I have losses I can use the capital gain against to yield a lower tax than if my family member did on their taxes.
They are currently 'primary' while I'm second in the ordering of names in the account. Both of our SSNs were submitted during account creation. The generated 1099-B PDF has their SSN listed in the upper right corner.
If it matters, the bulk of the assets were bought by me (on a different individual account, multiple years prior)
Can I file 100% of the gains income against my return? Or does it have to be the 'primary' one's tax file? What's required for me to file it instead of them?
