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April 14, 2025
Question

is there a quick way to review the trades in my merrill report?

  • April 14, 2025
  • 1 reply
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    1 reply

    April 24, 2025

    Depends on what you mean by quick.  If you go to the 'Investment Income' section of your federal return you can review the imported 1099-B that is there.  But if there are a lot of trades then you sort of look at ten at a time and proceed to the next page.  

     

    @disoswam 

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