abctax55
Level 15
03-30-2020
09:39 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
By looking at their Jan & Feb 2020 brokerage statements (or, asking their financial adviser to do so..)
Capital gain treatment of the dividends on the stocks sold in that 60 day time frame is denied.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
( Generic Comment )"