Quote:
Thank God tax season is almost over. I hate it when people call and say "What is my cost basis for that stock I bought 20 years ago?" We keep records for 10 years by law. People just don't understand that they have to be responsible for their records sometimes. Some really stupid people want me to tell them what they paid for a stock that they bought from another brokerage. And we are always telling tax accountants that we cannot release customer info to them without the customer's written authorization. Of course, all of the really stupid people wait to the last minute and don't have any of their records. OK, I'm done venting
OMG I hear you! I don't do any trading, that's DH's hobby! He's pretty smart and even with this downturn he's got us in a good spot.
The horrors of last minute tax clients with no info!
And they want their tax return yesterday like they are your only client!
Thank God tax season is almost over. I hate it when people call and say "What is my cost basis for that stock I bought 20 years ago?" We keep records for 10 years by law. People just don't understand that they have to be responsible for their records sometimes. Some really stupid people want me to tell them what they paid for a stock that they bought from another brokerage. And we are always telling tax accountants that we cannot release customer info to them without the customer's written authorization. Of course, all of the really stupid people wait to the last minute and don't have any of their records. OK, I'm done venting
OMG I hear you! I don't do any trading, that's DH's hobby! He's pretty smart and even with this downturn he's got us in a good spot.
The horrors of last minute tax clients with no info!

