ChristinaS
Expert Alumni

Retirement tax questions

Glad to hear you found the advice helpful, as you voted down my response! I generally leave room for doubt in my replies, since taxes are complicated, but I am pretty sure there is simply no alternative other than claiming the income (which is legally only yours, it seems) and just resolving the tax part on your own. Also, depending on the amounts, there could be the gift tax part too. It doesn't mean you owe gift tax, but you may have an additional tax filing requirement, Best of luck.