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Sorry, Bruce, but I’ve got to pull rank on you on this one. I’m a tax professional and I have looked at thousands of brokerage 1099s over my 30 plus years in the business.

I don’t think you fully understood my reply or the issues I raised.

A 1099 from a broker is often insufficient to correctly prepare a tax return. The supplemental information included with most brokerage 1099 packages provides important information that is not included on any 1099.

—Peter
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