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  1. #1

    Default In specie distribution and tax return

    Can I please get some assistance with this?

    I just wanted to get up to speed on how this would be entered in a tax return, just in case my accountant isn't up to speed I can help lead them on the right path. Trying to save myself some accountant fees really!

    Please let me know what other details are needed to help with this!


  2. #2
    The Contrarian Averager So_Cynical's Avatar
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    Default Re: In specie distribution and tax return

    Quote Originally Posted by bonkerrs View Post
    Can I please get some assistance with this?

    I just wanted to get up to speed on how this would be entered in a tax return, just in case my accountant isn't up to speed I can help lead them on the right path. Trying to save myself some accountant fees really!

    Please let me know what other details are needed to help with this!

    They usually issue tax advise soon after wards...if not just treat it as a sale, disposal of shares.

    15 bucks
    Statistics: 114 Closed Trades since July 07, Winning Trades: 93, Losing Trades: 21, Expectancy/$1 Risked: $0.65

  3. #3

    Default Re: In specie distribution and tax return

    Quote Originally Posted by So_Cynical View Post
    They usually issue tax advise soon after wards...if not just treat it as a sale, disposal of shares.

    15 bucks
    Thanks So_Cynical.

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