austin3515 Posted June 10, 2003 Posted June 10, 2003 Got a client that has pooled separate accounts as their investments. On Schedule D, one line item is reported for all of the sepate investments options in the aggregate, because there are apparently "sub" pooled separate accounts. What should I do on the schedule of assets held? Should I list out each of the different investment options, or just list the same line item that is reported on the Schedule D? Austin Powers, CPA, QPA, ERPA
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