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Strategies & Market Trends : IRS, Tax related strategies--Traders -- Ignore unavailable to you. Want to Upgrade?

To: Pices who wrote (611)12/11/1998 11:52:00 AM
From: mod  Read Replies (2) | Respond to of 1383
 
If you can place phone trades, try calling them and see if they'll add the "versus purchase date of" to the confirm. If not, tell them it anyway, and write down the date and time of call, and write it on your confirm yourself when you get it. You have fulfilled the requirements of "identifying" the shares to be sold, if the IRS challenges you, you can point to your records of the phone call etc.

Dennis



To: Pices who wrote (611)12/11/1998 1:43:00 PM
From: AnnieO  Read Replies (1) | Respond to of 1383
 
Hi Pices,

I have DLJ also.

When you are ready to trade just give them a call. Tell them exactly the date of purchase of the shares you want to sell.

I have done it many times and they are quite helpful and efficient in making sure that the correct shares are sold.

I hope this helps.
AnnieO


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