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The amounts on the IRS tax form 1099-B reflect proceeds from the sale of securities transactions and the profit & loss of regulated futures contracts. Specific securities transactions which may be included on the tax form include equity sales, tender offers, maturities, redemptions, and short sales. Cost basis information as well as the acquisition date and holding period are reported for certain securities. Transactions reported on the 1099-B are listed in detail on the Account Statements (Annual and Monthly) and the Worksheet for Form 8949. The Internal Revenue Code (IRC) Section 1256 Gain/Loss Summary Worksheet does not provide transaction details.

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