TaxDebbie
Level 2
04-11-2021
09:52 AM
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It sounds like I am in over my head on this one; no CPA background here.
All 3 companies are "exchange-traded security or funds" (pulled from the internet). I explored several articles (one titled "USO Investors: Get Ready for This Huge Hassle"). Wow I thought the 60+ page 1099s were a hassle.
I had this return completed, excluding these entries. I will contact a tax office to see if they will take on this client to finish the return. Thanks for the info.