<< I'm about to receive a distribution of John Hancock Financial Services (JHF) shares, aprox. 350 +/- ?. This distribution is the result of JHF converting from a mutually held company private to a publicly held Corp.. Once I receive them, I'll have to pick a broker, transfer the shares and then be faced with a "Tax" question. How should I report this distribution, not that I want to, but the alternative could become judicial and rather annoying. I imagine that Dear Uncle S. has a form and an incomprehensible instruction pamphlet, but I can't find any reference to said things. Could you point me in the direction of the information that I need. >>Your first and best source of information is JHF. They should provide you information on the tax treatment of the distribution.Phil MartiTax Preparer
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