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Get your taxes done using TurboTax
To be reportable, the total value on any single day in the year has to greater than $10k.
If the highest total in one account, use that value. On the other hand, if the certificates are in a separate account, I suggest treating each account individually; this just to be on the safe side, even if only one account is over $10k.
‎September 28, 2023
12:32 PM