Practice Scenarios TY2023
The Jones' Interview Notes Brokerage Statements Jones 1040 Review of Return with client (Recording of How I...) The Kanters 2023 Interview Notes Brokerage Statements Primerica Brokerage Stmts Kanters 1040 Review of Return with client (Recording of How I...) |
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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You can contact me at maryvitataxes@gmail.com
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Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites. I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17. I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together** All images from our UWLHG Canva account unless promoting the resource linked to |