Do I declare investments as income because I transferred them to a different broker?

buddyscardy2 · ‎June 3, 2019

I just wanted to consolidate my husband's accounts at Ameriprise with my accounts at Edward Jones. Nothing was sold for cash.

MinhT · ‎June 3, 2019

No, the transfer of your investments to another account is not a taxable event and is not reported on your tax return.

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MinhT · ‎June 3, 2019

No, the transfer of your investments to another account is not a taxable event and is not reported on your tax return.

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