Posted By: Banker Forever
CTR Part 1 - 04/02/21 10:15 PM
I've read comments from a post from last year, but wanted to verify what we think is correct in this situation. If a husband makes a deposit to a joint account, is there one Part 1 with 2a checked as person conducting on own behalf, and then one Part 1 on the wife/joint accountholder with 2c checked as person on behalf transaction was conducted (which is the old way of doing it). Or, do we now have to have an additional Part 1 for husband with 2b checked for person conducting transaction for another?