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Do I enter yes on Schedule B, Part 3, lines 7a & 8? I imported my tax documents from TD Ameritrade and they can't tell me how to complete this. There is $3,500 on line 6.
The definitions of financial interest and signature authority on the IRS website make this confusing to me. Yes, I had some foreign investments through TD Ameritrade, but I certainly didn't control any of this -- everything was at their discretion. I am not sure whether to enter yes or no on these lines
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‎June 5, 2019
5:01 PM