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To: FlyersFan who wrote (19404)5/6/1998 2:43:00 PM
From: Brian Malloy  Read Replies (1) | Respond to of 27012
 
As far as I know the way to do this is for one of you to issue a 1099 or the appropriate form to the other.

In my opinion, to be safe, you should just pay a CPA or tax accountant for an hour of time to get the right advice. They will explain the nuances, you will have it right and not have to worry about the IRS.

Regards



To: FlyersFan who wrote (19404)5/6/1998 9:45:00 PM
From: Frank Ellis Morris  Respond to of 27012
 
Flyerfan,

I know that you can have more then one owner on a securities account but usually only one social security is on the account. Call Charles Schwab at 1-800-435-4000 and ask them about your situation

Best Regards
Frank


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