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If the funds in a joint account belong to one person, list that person's name first on the account and give that person's SSN to the payer.

(For information on who owns the funds in a joint account, see , later.) If the joint account contains combined funds, give the SSN of the person whose name is listed first on the account.

1.959-3(b)(3), an actual distribution of previously taxed Sec.

These materials do not, and are not intended to, constitute legal or tax advice.

Visit gov/formspubs to download forms and publications.

Otherwise, you can go to gov/orderforms to order current and prior-year forms and instructions. You should keep a list showing sources and investment income amounts you receive during the year.

It also explains how to determine and report gains and losses on the disposition of investment property and provides information on property trades and tax shelters.

The rules in this publication do not apply to investments held in individual retirement arrangements (IRAs), section 401(k) plans, and other qualified retirement plans.

To the contrary, be aware that some of the material on these pages is out of date, incomplete and/or altered in relation to the official version.

These documents are not posted here for commercial use and should not be relied upon for any purpose whatsoever.

The tax rules that apply to retirement plan distributions are explained in the following publications.

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