A quick post about a problem I see occasionally, brokerage statements. Actually, my problem is clients who don’t bring in the whole statement. I know you think you’re helping me by just giving me the pages with the 1099INT, 1099DIV and 1099B gross proceeds info. But sometimes there is info in those pages you leave at home. Things like the sources for your Tax-Exempt interest. Or, percentages of your mutual funds in US treasury securities. Or the info on the securities you sold this year. I need that info to accurately prepare your return and possibly save you tax money. It’s always better to bring in the whole statement than to have to make a special trip in with the part you left at home.