dms111
Level 2
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I thought that was true only if the joint owners are spouses. Otherwise, I think the basis is based on how much each joint owner contributed to ownership. In th...
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It seems that the only non-maximized contribution is to my firm's profit sharing plan. But that is apparently because my firm chose to create a plan that permit...
Activity Feed for dms111
- Cheered Re: Stepped up basis of stock following death of Joint Owner for JohnB5677. March 4, 2021 11:00 AM
- Posted Re: Stepped up basis of stock following death of Joint Owner on Investing. March 4, 2021 10:59 AM
- Posted Stepped up basis of stock following death of Joint Owner on Investing. March 3, 2021 7:39 PM
- Posted Re: The "maximized contribution" button is simply a tool to h... on Retirement tax questions. May 1, 2020 8:46 PM
- Cheered The "maximized contribution" button is simply a tool to h... for AnthonyC. May 1, 2020 8:43 PM