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Thanks dkh for the advice. In the meantime I had started putting the transaction totals on the "Capital Gain(Loss) Transaction Worksheet" via quick Zoom with at...
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I have client with multiple broker accounts and hundreds of schedule D stock transactions in each account/ I used Financial Institution Download function and im...
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I have another CPA that uses Thompson Reuters Tax RS to prepare this client's very complex 1120salong withmany states and has asked me if I want to continue ser...
