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Investors & landlords
you say multiple and I say mail
you say potato and I say potatoe.
If you aggregate transactions ( aka enter a summary) for Category E,F or B,C,
you must supply the transaction detail separately.
This is not the same as aggregating dates acquired for a sale of several lots at once using "various".
Only A,D transactions can be aggregated with no mailing required, and then only those for which the Exception 1 conditions are met.
‎February 28, 2020
7:21 AM