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V1913-24 ·29 August 2024 ·consulta-vinculante Medium impact
Tax

Returns on joint accounts are attributed to the actual owners of the funds

A married couple wishes to transfer their savings to an account that also includes their son to achieve higher returns. The DGT states that interest is attributed to the actual owners of the funds and not necessarily to everyone listed on the account.

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2024-08-29PublishedPublished in the BOE
Official text Based on BOE data (boe.es). Information, not advice.

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This analysis is informational only and does not constitute legal advice or create a client-adviser relationship. BM Consulting.
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