SkiGirl
Level 2
03-17-2023
06:53 PM
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Thank you both. I will ask the client to find out if the brokers can sort the transactions by date and if not I will get the monthly statements from the client. This is going to be a challenging return. NY and NJ will each claim residency for an overlapping period so I'm going to have to override some entries on the states part year returns.