Level 11
02-27-2024
09:16 AM
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This is becoming more and more common as brokerages post tax forms on line instead of mailing.
I (automatically) reply to brokers (secure message) email that I’m unable to access or retrieve and they MUST fax or mail to my office…. They always do….
The other issue with their system is that the pdfs are safeguarded so you can’t separate the 8949 to attach …. They’re a PITA.
If at first you don’t succeed…..find a workaround