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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: Zeuspaul who wrote (1)8/20/1998 5:18:00 PM
From: Dale Wingo  Read Replies (1) of 5810
 
Hi..

I've been thinking about changing some stock certificates that are in my name to an account I've just set up with my wife as a Joint Tenant with Right of Survivor. The brokerage wants me to sign the certificates and then notify the company that the brokerage is to get all drips, etc.

Is this a "taxable event" in the eyes of the IRS?

Thanks,

Dale
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