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FOR LIVE PROGRAM Online Basis Reporting Requirements for Estates: Meeting Form 8971, Schedule A, and New Beneficiary Consistency Mandates TUESDAY, JULY 11, 2017, 1:002:50 pm EasternIMPORTANT INFORMATION

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How to fill out new basis reporting requirements

01

Review the new basis reporting requirements issued by the relevant tax authority.

02

Gather all necessary information and documentation related to the assets or investments that require basis reporting.

03

Determine the appropriate method for calculating basis, such as the cost basis method or the adjusted basis method.

04

Fill out the necessary forms or schedules provided by the tax authority to report the basis information.

05

Ensure accurate and timely filing of the basis reporting requirements to avoid any penalties or non-compliance issues.

Who needs new basis reporting requirements?

01

Individuals and businesses who have certain types of assets or investments that require basis reporting are the ones who need to comply with the new basis reporting requirements.

02

This may include individuals who have capital gains or losses from the sale of stocks, bonds, or real estate, as well as businesses that need to report basis information for assets used in their operations.

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What is new basis reporting requirements?

New basis reporting requirements are regulations that require certain taxpayers to report the cost basis of securities when they are sold.

Who is required to file new basis reporting requirements?

Brokerage firms and financial institutions are required to file new basis reporting requirements.

How to fill out new basis reporting requirements?

New basis reporting requirements can be filled out electronically through the IRS's e-filing system.

What is the purpose of new basis reporting requirements?

The purpose of new basis reporting requirements is to increase transparency and compliance in the reporting of capital gains.

What information must be reported on new basis reporting requirements?

Information such as the purchase price, sale price, and date of sale of securities must be reported on new basis reporting requirements.

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