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Hi - I read on the site here about selling stock to a friend to take a loss. My question is with the dates. I filled out a transfer form for two stocks and recieved a check from my friend on 12/27/01. I sent the forms in and my brokerage received them on 1/2/02. The deposit for the check was also on 1/2/02. The brokerage returned them to me and asked to have them notarized so the transfer still has not taken place. Is this going to be deductible in 2001 or 2002? The date of the agreement is 12/27/01 but the actual transaction will be well within 2002. Thanks in advance!
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