Married Filing Jointly

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bunnybunny
Posts: 2
Joined: Wed Mar 16, 2005 10:45 pm

Married Filing Jointly

Post by bunnybunny »

I know this is probably a basic question for some of you who are experienced but this is my first time to file the US tax. So, please forgive me if the answer is really obvious for you.

My husband and I are going to file a joint return since I am not working. However, we have our own financial accounts (stocks, bank, mutual fund). On Schedule B and D, there is only one person's SSN. Should we fill in the forms for each of us? Or It doesn't matter and we can just put them all together on one form.

Thank you.
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nelsona
Posts: 18359
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

You file one sched B and one sched D, with the 'primary' taxpayer (the one on the first line of 1040) as the heading, but report all your (both spouse's) transactions

<i>nelsona non grata... and non pro</i>
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