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Add 1099-B for specific accounts to Client Checklist.
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Add 1099-B for specific accounts to Client Checklist.
Add 1099-B for specific accounts to Client Checklist.
Submitted by LGColeman on 01-22-2023 01:24 PMThe current checklist just has one generic entry for Form 1099-B.
Since we now have the 1099-B worksheet with the brokerage house & account number, it would be helpful for the checklist to specify the name of the reporting financial institution and at least the last 4 digits of the account number.
Some clients have more than one account at the same institution. Including the last 4 digits of the account would help the client submit all required documents.
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