How to file 1099B on Joint Account

[caron1981]

I have a joint brokerage account with my fiancée. On the 1099B he is the only one listed under Account Owner and Recipients SS# 

Do we both have to file or does he since since the 1099B , has his name under Account holder with just his SS#?   We have had it for a few years and I have never filed the 1099B and have not had an issue with it but I want to make sure it's just not going unnoticed by the IRS and it'll come back and haunt us. He's always filed it with his taxes. 

[JohnB5677 · Accepted solution]

The IRS will be looking for the person whose name and Social Security number are on the 1099-B to file the tax return.  In this case it would be him.  There are ways to divert some of that to you, but it can be complicated.