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Level 2
December 7, 2019
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Does IRS require Cusip #'s and can a brokers statement be attached in lieu of completing details on Schedule B-Stocks and Bonds on Form 706?

  • December 7, 2019
  • 1 reply
  • 14 views
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Best answer by sjrcpa

I've never had one sent back for lack of CUSIPs. I'll enter them if I have them. I don't go look them up.

I guess you can attach a statement. I always entrer the info.

1 reply

sjrcpa
sjrcpaAnswer
Level 15
December 7, 2019

I've never had one sent back for lack of CUSIPs. I'll enter them if I have them. I don't go look them up.

I guess you can attach a statement. I always entrer the info.

The more I know the more I don’t know.