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Schedule G Question


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Guest TitusracerX
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Our client supposedly, according to legal counsel, engaged in non-exempt transactions involving several plan years and in about 300 occurrences involving employer stock purchases in an ESOP...

Since these occurrences involve the same security and party-in-interest, can each plan year or years be consolidated into one entry on the Sch G?

Thank you!

Can someone give me a answer on this question?

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