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Tax Off-Season: Changing Cost Basis Reporting Requirements

Tax Off-Season: Changing Cost Basis Reporting Requirements

Prudent investors shouldn’t limit “tax season.” It’s not just the early-year filing period or the late-year scramble to take advantage of pre-December 31 portfolio moves that may trim your IRS bill. Your investing checklist should always include reviewing tax impacts with the help of your tax professional. This means knowing your reporting requirements—including cost basis—well […]

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