3 ms·
There's a big gap between the two, with many individuals in between. Do you participate in SPP? Then the form you get will have an incorrect cost basis and you
by BeetleB 2y ago
There's a big gap between the two, with many individuals in between.
Do you participate in SPP? Then the form you get will have an incorrect cost basis and you need to manually correct them. I guarantee it.
Do you trade individual stocks (e.g. RSUs)? A bit more work.
Got a K-1 form from an investment? Could be straightforward, or if it's real estate, a major pain to fill out those tax forms.