Activity Feed
- Posts
- Replies
-
I contacted the current financial advisor (prior retired) and he flat admitted he did not understand the investment. He contacted people higher up, and they tol...
-
Interesting, but not the case with this client. They generally prefer simple. I don't know how they were talked into this.
-
I hope this is clear. My client has a brokerage account with LPL Financial and received a 1099 Consolidated statement. The statement includes OID, and interest...
-
Actually unchecking the 1040 box and rechecking it during an update resolved the issue. Phew!
