lixiang
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Thanks@pk, your comment makes sense.If I understand correctly, he will report using the shared account number with his deposited amount?
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@pk, thanks for your comment. These are formal investment products from very large banks. They provide higher interest rates than typical saving accounts from t...
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@pk, so unless my mom lives for another 2 years after the transfer, she can only claim deduction for half of the capital gain up to $250K?
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@pkThank you for the detailed explanation! Your analysis makes sense. Do you have references specifically for the co-owned scenario?
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She has been a co-owner (as joint tenant on the deed) for 8 years. She also has been living there for more than 2 years. I believe that qualifies her for the ma...
Activity Feed for lixiang
- Cheered Re: FBAR report investment account with a common account number for all participants for pk. September 19, 2025 5:18 PM
- Posted Re: FBAR report investment account with a common account number for all participants on Get your taxes done using TurboTax. September 19, 2025 5:15 PM
- Posted Re: FBAR report investment account with a common account number for all participants on Get your taxes done using TurboTax. September 19, 2025 9:04 AM
- Cheered Re: California state tax with one NRA spouse for pk. September 6, 2025 3:32 PM
- Cheered Re: Primary residence capital gain tax after removing a co-owner for pk. August 30, 2025 7:28 PM
- Posted Re: Primary residence capital gain tax after removing a co-owner on Deductions & credits. August 30, 2025 3:53 PM
- Posted Re: Primary residence capital gain tax after removing a co-owner on Deductions & credits. August 30, 2025 11:13 AM
- Cheered Re: Primary residence capital gain tax after removing a co-owner for Bsch4477. August 29, 2025 11:56 PM
- Posted Re: Primary residence capital gain tax after removing a co-owner on Deductions & credits. August 29, 2025 5:44 PM
- Posted Primary residence capital gain tax after removing a co-owner on Deductions & credits. August 29, 2025 4:53 PM
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