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Strategies & Market Trends : MARGIN - Do's and Don'ts

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To: Dave Riches who wrote (7)7/22/1998 11:04:00 AM
From: Greg Jung   of 35
 
"Investment expenses" is a particular tax form (I forget now which number). You do need + profits to deduct against, otherwise you classify them as "not qualified" and they carry into the next year.
There isn't a lot of specific instructions about this aspect of the use of the form (4852?).
It goes as an entry into schedule A I think.

Greg
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