gloproperties
Level 1
‎12-07-2019 05:40 AM
 
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George4Tacks
Level 15
‎12-07-2019 05:40 AM

Schedule D (with or without the 1099-B)


Answers are easy. Questions are hard!

View solution in original post

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sjrcpa
Level 15
‎12-07-2019 05:40 AM

FinCen 114 and 8938 may also be needed.


The more I know the more I don’t know.
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itonewbie
Level 15
‎12-07-2019 05:40 AM

If your client has foreign mutual funds, you will have to determine the filing position for PFIC and may need F.8621.

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Still an AllStar
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