Frustrated-in-I L
Level 9
03-15-2024
06:54 PM
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If the total is less than $300 single/$600 joint, I don’t worry about it. If it is more than those amounts, I make them call the broker, who of course will say if they didn’t provide it then it is not needed. I see it frequently when the foreign taxes from each broker are below above limits but combined are over.