There are a number of things I'd like to know about right now . I know it's not time to do the returns, but I can help you avoid pitfalls. Reached age 59 Reached age 65 Reached age 70 Became disabled Are confused There are many more reasons to call. I'd much rather help you avoid errors now than try cleaning them up later. The country is caught up in a frenzy over the stock markets.
Activity is high.
Many o you use the Internet for trading. It is critical to keep good records. When there is a sale you must report it on your tax return. I need just 4 items - dates of purchase and sale, plus amounts for both. For dates, use the trade date, not the settlement date.