@PattiF- I have a follow-up question. I have a similar situation, and I submitted 1099-DIV and 1096 like you mentioned. I gave a copy of the 1099-DIV to the rec...
Of note, it is a JTTEN (Joint Tenants with Right of Survivorship) account so both of our names/SSN are on the account, and the dividends/capital gains were rein...
1. If I wanted to split the dividends/capital gains, do I need to fill out those two forms outside of Turbo Tax? Or is there a way to do that within Turbo Tax?2...
In summary, the best way to do it would be for me to file on the 1099-DIV all of the capital gains/dividends, since it's under my SSN? When you mentioned "charg...
