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Strategies & Market Trends : Income Taxes and Record Keeping ( tax ) -- Ignore unavailable to you. Want to Upgrade?

To: Colin Cody who wrote (462)	1/15/1998 3:37:00 PM
From: Pierre	Respond to of 5810

I wasn't aware. Damned if I do and damned if I don't. Leave it to a lawyer to get cute in an area he doesn't understand and dig himself a hole. Thanks again. Looks like my nice simple end of year just got complicated. Much better to know pre-filing, however. Pierre

To: Colin Cody who wrote (462)	1/15/1998 6:10:00 PM
From: VincentTH	Read Replies (1) \| Respond to of 5810

Colin, I have a tax question for you: Around 12/17, SMOD split 2 for 1. On that day, facing Margin call, I plan to sell 1000 shares at $24 a share, post split, but Fidelity WebExpress would not let me. I then tried to sell the stock via a Trade Representative, but was told that I could not trade that stock on the day the stock was split(!!!!). I sold the stock the next day at $21 thanks to the Asian flu. To Fidelity's credit, I voiced my complaint, and the $3000 difference was credited to my account on 1/2/98. Now the problem is that I would like to limit my AGI in 1998 for Roth Conversion. My question: What should I do in order to report the trade as a 1997 trade? The credit was not reported on my '97 Year End statment. Thanks In Advance,