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03-21-2021
09:29 AM
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I have a client with 5 different investment accounts. He has at least 4 pages of short term transactions in each invement account and just one long-term. Do I have to list each and every transaction? or can I just indicate "various" in the description and use the Total Cost and Total Proceeds for each of the separate 5 investment accounts? I can just use the Date Acquired and Date Disposed from the first transaction. It's all short term anyways. Is this ok? Not sure if listing all transactions individually is required.
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