New Stock Summary Screen!
Capital Gains/Losses
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Practice Scenarios TY2024
The Jones' Interview Notes Brokerage Statements Jones 1040 **Thank you Debbie M for updating these for me! Review of Return with client (Recording of How I...USING 2023 RETURN) The Kanters Interview Notes Brokerage Statements Primerica Brokerage Stmts Kanters 1040 Thank you Debbie for updating these for me! Review of Return with client (Recording of How I..USING 2023 RETURN.) |
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Cost not Reported?
If client is unable to get cost form brokerage company-- you can contact your local library research department, or use a search tool on-line like this one:
If client is unable to get cost form brokerage company-- you can contact your local library research department, or use a search tool on-line like this one:
- bigcharts.marketwatch.com/historical/default.asp My local library shared this site with me since I lost the one I had used.
- https://www.marketwatch.com/ THIS SITE IS AMAZING!
- Yahoo Finance (Stock Prices)
Stock prices going back to the 1970s may be available on this site.
Begin by doing a search using the company ticker symbol. Then choose "Historical Prices" from the blue bar on the left.
Choose start and end date. Choose whether you need daily, weekly, or monthly data. Add ticker symbol and click on "Get Prices." Data is from CSI Commodity Systems Inc. Disclaimers and FAQ appear at the bottom of the page.
Below are more examples of different statements you may see
American Enterprise Investment Services-Sample Brokerage Statement (Interesting Scenario--please review this one) **Make sure you ALWAYS flip through the entire Brokerage statement to make sure there isn't another tax form buried in it somewhere else-even at the end
Here is the Corrected Brokerage Statement the client got in May--I amended the return to reflect the changes (and to enter the missed 2nd statement that was buried in brokerage statement shown above).
Older but still good:
I wanted to share some different types of Brokerage statements, how to enter them, and what to watch for.
Remember to use your PUB 4012 and PUB 17 if you have questions.
See below
Remember to use your PUB 4012 and PUB 17 if you have questions.
See below
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What most of our Broker Statements Look Like-honestly
Primerica Dividend Statements:
Primerica Dividend Statement Explained... What were they thinking?
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Charles Schwab Sample Statement
Charles Schwab-a look at the Brokerage Statement
Here is a different 1099-B with inherited stock-- cost basis not shown on the form
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