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A receipt shows he purchased the gold on 5/28/2010 and picked it up from a metals broker.Client is disabled with cognitive issues so its difficult getting info ...
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Yes, I found a purchase order dated 5/28/2010 for $64795 with a comment - "hold for customer pickup" and an annual asset valuation sheet that is not dated and f...
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Hello,Looking for direction with a unique situation.Client presented a 1099R from a financial trust showing $85k gross distribution and $85k taxable with Taxabl...
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My understanding, once filed this change can't be done. Is that accurate?Thanks in advance!
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