Yardley CPA Posted March 21, 2015 Report Share Posted March 21, 2015 Good morning! Client has a "Designated Bene Plan/TOD" account with Charles Schwab. There are dividends and broker transactions reflected on the 1099 Composite form. I believe all the activity is taxable and should be included on the 1040 but wanted to make sure my understanding is correct? Thanks! Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted March 21, 2015 Report Share Posted March 21, 2015 If he's still breathing it's his. 3 Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted March 21, 2015 Author Report Share Posted March 21, 2015 I wonder sometimes. 1 Quote Link to comment Share on other sites More sharing options...
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