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Columbia Management Investment Services Corp. P.O. Box 8081, Boston, MA 02266-8081 Duplicate Year End Statement and Tax Form Request Use this form to request copies of historical annual account statements

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What is duplicate year end statement?

The duplicate year end statement is a financial document that is prepared when there is a need for an additional copy of the year end statement for reporting purposes.

Who is required to file duplicate year end statement?

The requirement to file a duplicate year end statement can vary depending on the jurisdiction and specific regulations. Generally, it is mandated for organizations or individuals who need to provide a duplicate copy of their year end statement to relevant authorities or stakeholders.

How to fill out duplicate year end statement?

To fill out a duplicate year end statement, you need to gather the necessary financial information, such as income, expenses, assets, and liabilities for the specified reporting period. This information should then be accurately entered into the statement template or form provided by the relevant authority or organization.

What is the purpose of duplicate year end statement?

The purpose of the duplicate year end statement is to provide an additional copy of the year end financial summary to fulfill reporting requirements or to distribute to stakeholders who require it for their own record-keeping or analysis purposes.

What information must be reported on duplicate year end statement?

The information required to be reported on a duplicate year end statement generally includes financial data such as revenues, expenses, assets, liabilities, equity, and other relevant details depending on the reporting requirements and regulations applicable to the organization or individual.

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