@brianmarks wrote:
.......never had a direct skips. I am using Puritas software for the past two years. Line 2 is not populating with any numbers - so hopefully I'm all set.
Yes, that should be the case if there were no skips.
@brianmarks wrote:Next on the list is creating a continuation sheet for stock transfers. IRS instructions want several details on transferred stocks and there is no place on the software to put in cusip# type of stock, etc.
You can always attach a separate sheet with that information. All you need to do is reference the attachment (e.g., "see attached statement/sheet").
