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Personal Investments • Re: Transfers / gifts between partner accounts

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She is not giving the money back!

All of our money / income goes into our joint checking account.
Only one of these can be true.

If she kept the money separate and did NOT put it in your joint account, then it would at least be interesting whether her using the money you gave her for *her* expenses and used her *own* money for joint expenses could avoid step transaction. But money is fungible and I would not try this maneuver. Since you say that all of your money goes into the joint account, there is no *her* or *your* money.

But once she puts it into your joint account, then the game is over. Step transaction. Or, at least that is how this non-lawyer sees it.

Statistics: Posted by afan — Wed Aug 28, 2024 6:24 pm



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