OID for CA taxes. Under the question Enter your OID, it asks "are you an issuer, holder or both"?

1st question: OID for CA taxes. Under the question Enter your OID, it asks "are you an issuer, holder or both"? I received an amount in both my brokerage acct for Schwab and Fidelity. How do I answer this?

Then it asks the amount of "Fed/CA difference in OID -- add or subtract"?

posted

I've filed an extension for 2024 and need help. However, I've questions about my 2025 return too. If I pay for live help can I ask questions about both for one price?

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OID for CA taxes. Under the question Enter your OID, it asks "are you an issuer, holder or both"?

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OID for CA taxes. Under the question Enter your OID, it asks "are you an issuer, holder or both"?

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