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New Member
posted Mar 11, 2025 3:07:26 PM

My husband and I are filing married filing joint. However, we reside in different states. How do I assign stock sales between taxpayer and spouse?

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1 Replies
Expert Alumni
Mar 11, 2025 4:23:48 PM

You'd typically assign the income based on who actually owned the stocks. If the stocks were owned jointly, you can split the income 50/50 between you and your husband. However, if you have documentation showing a different ownership split, you can use that instead.