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WWW.OATAXPARTNERS.COM TAX ACCOUNTANTS NAME: 2014 TAXABLE YEAR ENDED: WORKSHEET FOR SALE OF STOCKS, MUTUAL FUNDS AND OTHER INVESTMENTS Please send all 1099B's. Note: If you have an account summary
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To fill out the tax s name taxable, start by gathering all the necessary financial documents such as W-2 forms, 1099 forms, and any other relevant income or expense statements.
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