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Assembling detailed Sched H information .. any resource with detailed instructions, e.g. how do company stock, stock dividends, annuities, insurance get reported?

Posted

There may be many sources, but you might want to look into purchasing Janice Wegesin's 5500 Preparer's Manual. In my prior life our company purchased this every year, and it was a great resource. I can't guarantee it will answer your questions, but I'm sure you could contact Janice with a list of your questions and ask if the manual answers them.

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