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ackenyon63
March 15, 2025
Question

Did you buy every investment listed on your 1099‑B? Do I answer yes if purchases are made through Edward Jones?

  • March 15, 2025
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    DianeW777
    March 15, 2025

    Yes, you would indicate that you did buy every investment. Even though Edward Jones may make purchases on your behalf, you are the purchaser of all of your investments either by funds provided or by dividend reinvestment.

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