Click image for PDF or this link to open PowerPoint Presentation

 Practice scenarios: TY2021

The Jones'
              Interview Notes
              Brokerage Statements
              Jones 1040


The Kanters 
              Interview Notes
              Brokerage Statements
              Primerica Brokerage Stmts
              Kanters 1040       

Tom Cruise & Betty Boop
​(Lump Sum Social Security & Rail Road Retirement)
            Interview Notes
            Hand Out-RailRoad Rtrmnt
            Cruise & Boop 1040

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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

What most of our Broker Statements Look Like-honestly

Primerica Dividend Statements:

Primerica Dividend Statement Explained... What were they thinking?

Charles Schwab Sample Statement

Charles Schwab-a look at the Brokerage Statement

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Here is a different 1099-B with inherited stock-- cost basis not shown on the form

Click  here to go back to income page