Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 13, 2021 7:36:56 AM

What do I need to know/do regarding the removal of a person from a joint mutual funds account?

Account was in parent's and my name for ~20 years

0 1 289
1 Replies
Level 15
May 13, 2021 7:43:37 AM

Ask the financial institution that holds the account.