Timeline for Reattribute capital gains reported under one SSN to another individual
Current License: CC BY-SA 4.0
9 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Mar 31, 2021 at 18:29 | vote | accept | Lysander | ||
| Mar 31, 2021 at 16:33 | answer | added | feetwet | timeline score: 2 | |
| Dec 2, 2020 at 21:15 | comment | added | Lysander | @mhoran_psprep All transfers in and out were in cash. | |
| Dec 2, 2020 at 13:10 | comment | added | mhoran_psprep | Did actual shares get transfer from you to her, or were they cashed in and the money transferred? The same question on the second transfer. | |
| Dec 1, 2020 at 20:42 | history | edited | Lysander | CC BY-SA 4.0 |
added 39 characters in body
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| Dec 1, 2020 at 20:40 | comment | added | Lysander | @Nosjack – My mother signed standard forms instructing the broker to allow me to trade and transfer funds myself without her further involvement. It's called "authorized party" or something like that. It's a limited power of attorney, but not called that. | |
| Dec 1, 2020 at 20:28 | comment | added | Nosjack | When you say you had "full management authority" over the account, does that mean you had power of attorney or something similar from your mother? Or did you just create the account with your mother's information and act for her? | |
| Dec 1, 2020 at 20:20 | review | First posts | |||
| Dec 1, 2020 at 20:48 | |||||
| Dec 1, 2020 at 20:20 | history | asked | Lysander | CC BY-SA 4.0 |