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Form 7217
I am part of a firm owned by Private Equity. We recapitalized in 2024 and I took the gains partially in cash and partially in stock that rolled over to the new PE partnership. Do I need to complete the 7217? If so, how do I know what any of those terms mean and where to find those numbers? I know how many shares rolled over.
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‎April 13, 2025
1:04 PM