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State tax filing
end of 2022 tax basis + any additional capital contributions or loans made during 2023. if all stock was acquired at the same time use 1 for the stock block.
as long as you have enough tax basis in all the stock the loss will be allowed in full. it's a matter of allocating the loss among the blocks which is only relevant if some of it is sold or gifted.
March 31, 2024
6:46 PM
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