Are both SSN's listed on the account or just yours?
Not that would be the controlling factor, but it certainly will be the trigger and target for the IRS to seek potential amounts due, besides with IRS, the burden of proof to contest the IRS position in their eyes, is with the taxpayer.
The mutual fund company has both our SSN's associated with the account. However, I think the check is in my name and/or the trust name (my SSN) but it could be in both our names or the trust only. Either way, the ex says it has my name on it. I emailed the company and requested any documents about closing the account and an image of the check to see who it's written to and told them I'm not signing until I see those and they may have to issue a new check if this one expires.
