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Please IRS, Don't Match Tax Returns With New Cost-Basis 1099-Bs
Thursday, March 15, 2012 - 11:15am | 958By Robert A. Green, CPA and founder of Green & Company Inc. (GreenTraderTax.com and GreenTraderFunds.com) In addition to my Forbes blog "Beware Botched 1099-Bs, Form 8949 At Tax Time" and interview in the WSJ article “Dodging a 'Cost Basis' Crisis,” my partner Darren Neuschwander, CPA and I had...
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Big Concerns With Botched 1099-Bs and Discrepancies on Form 8949
Saturday, March 10, 2012 - 4:19pm | 1838By Robert A. Green, CPA and founder of Green & Company Inc. (GreenTraderTax.com and GreenTraderFunds.com) As the leading CPA firm for preparing income tax returns for active online traders, we are spotting significant discrepancies between 2011 Form 1099-Bs provided by securities brokers –...
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ETF Tax And Regulatory Issues
Thursday, March 24, 2011 - 2:13pm | 2610By Robert A. Green, CPA and founder and CEO of Green & Company Inc. (GreenTraderTax.com and GreenTraderFunds.com) Exchange-traded funds (ETFs) are all the rage in financial markets. Large financial institutions pack them for profit, portfolio managers use them for “risk on” and “risk off”...