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February 22, 2023
Question

1099-B joint

  • February 22, 2023
  • 1 reply
  • 0 views

We have some individual accounts and joint accounts. 

Is there anyway we can clarify which sales transaction (1099-B) is belong to me, my spouse and joint?

 

1099-INT, 1099-DIV, I can choose who has that interest and dividend. But, I could not find such selection for 1099-B. 

 

    1 reply

    DaveF1006
    February 22, 2023

    No there is no way to differentiate or segregate accounts reported on a 1099B. As far as the IRS is concerned, it really isn't interested on whether the accounts are individual or joint if you are filing Married Filing Jointly. 

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