Income Taxes and Record Keeping ( tax )

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Strategies & Market Trends
Income Taxes and Record Keeping ( tax )

An SI Board Since September 1997

Posts	SubjectMarks	Bans
5810	437	0

Emcee: Zeuspaul	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
4385	I know of no special forms for options. The only thing that is different is tha	Dan Duchardt	-	2/23/2003
4384	I checked the cboe pdf file but no specific tax forms were mentioned. Last year	minorejoy2000	-	2/23/2003
4383	Help with 1099-R reporting. I am using web turbotax to do my daughters return.	Larry S.	-	2/23/2003
4382	tx Dan. kinda bites. I always thot AMT was for folks who took lots of deduction	OX	-	2/21/2003
4381	I vaguely remember that part of the tax cut plan responsible for all those rebat	Dan Duchardt	-	2/21/2003
4380	<I>In general anyone knows of a good link that explains naked puts/covered	Dan Duchardt	-	2/21/2003
4379	Client took early distribution of IRA on 1/4/02 and at that time was under 59 1/	doniam	-	2/20/2003
4378	Can someone answer my last question please? Was wondering how to figure the exa	Bazmataz	-	2/20/2003
4377	But is the website saying that I cannot take this long term loss as a loss? I&#	Bazmataz	-	2/19/2003
4376	This part? "If you realized a total loss overall on the exchange of Dime s	BWAC	-	2/18/2003
4375	<if you inherited the stock from someone who died, the cost basis is the step	BWAC	-	2/18/2003
4374	Can someone understand this? Are they saying if I have a loss I can't take	Bazmataz	-	2/18/2003
4373	Found it... stock price on 8/3/01 was 41.162325 according to a note I have in my	Bazmataz	-	2/18/2003
4372	delete.	BWAC	-	2/18/2003
4371	that's 8/3/01 - the same date... it's a long personal story i can't	Bazmataz	-	2/18/2003
4370	the date of death is the correct valuation date. larry	Larry S.	-	2/18/2003
4369	DME was NYSE listed on 8/3/01.	Bazmataz	-	2/18/2003
4368	The listed date of transfer was 8/3/01. That will be the date I use, but I need	Bazmataz	-	2/18/2003
4367	if the shares were willed to you, then the cost basis is the value at date of de	Larry S.	-	2/18/2003
4366	I didn't select an option, meaning I must have been given WM stock and distr	Bazmataz	-	2/18/2003
4365	You must have received the cash. It probably went into your account, rather tha	Larry S.	-	2/18/2003
4364	Also, my date receipt of the gifted stock was on 8/3/01. How do I find the stoc	Bazmataz	-	2/18/2003
4363	Wow thanks for all the replies! I did some more research and yes, about $4/sh w	Bazmataz	-	2/18/2003
4362	Yep	BWAC	-	2/18/2003
4361	assuming the $2049 was the cash received, do you still prorate the cost basis be	Larry S.	-	2/18/2003

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