Ok... may I make a simple suggestion so you both can stop doing contortions when you have an account in common.
The person whose SS# is listed on the broker's consolidated statement will prepare their return WITHOUT the info from the broker ... note the refund/balance due... then add the broker statement and note the difference to the bottom line refund/balance due. One Half of the difference is what the other party owes you and settle up... done.
Better yet ... get the account divided into 2 accounts, one for each person and this problem solves itself.
