itonewbie
Level 15
03-16-2023
06:50 PM
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Nope, there's not.
That's something I'd keep on the Carryover Notes and the folder for carryover.
Personally, I would not track stock basis for clients, especially since most are covered securities these days.
The only thing that I still track in relation to stocks (only because clients often don't understand its significance) is nondividend distributions.
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