Practice scenarios: TY2022
The Jones' Interview Notes Brokerage Statements Jones 1040 A few comments on Jones Review of Return with client The Kanters 2022 Interview Notes Brokerage Statements Primerica Brokerage Stmts Kanters 1040 Review of Return with client |
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!
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