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G
gators70
March 13, 2025
Question

Do you say Yes that you bought every investment on 1099-B if it is handled by Edward Jones on your behalf?

  • March 13, 2025
  • 1 reply
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    1 reply

    T
    TomK2023
    March 13, 2025

    Answer "Yes."  In the desktop version, there is a pop-up note to this question "Any inherited or gifted investments are not considered bought."  That scenario would require a "No" answer.

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