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Just When I Thought Schedule D Was Going to Get Easier

Posted on January 4, 2012 by Leasa Magnuson in Individual Tax

For years I have wished that brokerage firms would provide the cost basis for the stocks they sold.  A few years ago the IRS agreed and determined that 2011 would be the first year brokerage firms had to provide this information.  Once the IRS came out with this new ruling the brokerage firms had to […]

View Post Cost Basis, Schedule D

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Testimonials

We have worked with Leasa for a good number of years. We not only value her tax expertise, but also her personality and ability to help us work through issues on our level. She shows great respect and is readily available to help with our needs no matter how large or small.

Barbara Lambert and Krissy Venegas

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4025 Automation Way #D1 (Map), Fort Collins, CO 80525 - Phone: 970-226-4686