I have a JTWROS dividend account with my spouse and we file jointly. When it asks who the 1099-DIV belongs to do I answer myself as the primary or both of us?

posted

Connect with an expert

2 Replies

That would be for the both of you.

doesn't really matter. for taxpayer use only

Still have questions?

Questions are answered within a few hours on average.

*Must create login to post

Unlock tailored help options in your account.