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March 15, 2023
Question

Is necessary to allocate income joint brokerage in year of divorce?

  • March 15, 2023
  • 1 reply
  • 0 views

I divorced in 2022 and we splitted the joint brokerage accounts. The 1099´s for the joint portion period come under my SSN. We both agree that I should report them on my return and claim the estimated tax payments made during the time as well. Since there is an agreement between us, is this ok to do or do we have to go the 50/50 route?

    1 reply

    Critter-3
    March 15, 2023

    That is fine.