Hello,
I've received a portfolio of stocks, bonds, ETFs as a gift from my father.
Should I provide a detailed list of all the stocks and bonds received with the number of shares and FMV, each in a separate line?
Something like:
10 shares of Apple stock .... $$ FMV
5 shares of Google stock ... $$ FMV
12 shares of Amazon stock ... $$ FMV
5 shares of TLT bond ETF ... $$ FMV
OR should I just aggregate them in a single line:
Shares of stocks, bonds, ETFs ... $$ FMV
Thank you!!
