Thanks for the link. The "regularly redeems" is addressed in the article that I had referenced. It seems that the IRS has not specified anything for the 'occasi...
I appreciate the advice but I think I have it covered. I have found "M&A Tax Report,Vol. 11, No. 8, March 2003, Panel Publishers, New York, NY." that covers my ...
I have found an answer to my own question. The company needs to issue a 1099-B. The IRS rules are not well defined on this matter but issuing the 1099-B is the ...