https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/how-to-account-for-capital-gains-for-a-jtwros-brokerage-account-with-separate-tax-files/00/3063407
How to account for capital gains for a JTWROS Brokerage account with separate tax files?
Feb 23, 2026 - I have a JTWROS brokerage account with a family member. Last year we sold assets on the account and it generated a 1099-B. I have losses I can use the capital