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Hello,My yearly pain of sending the client checklistProseries says "Cannot create a file when that file already exists"Using Outlook classic 64bit checked.
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The father (foreign resident with US brokerage)
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Hello,Does step up basis apply in this case? Beneficiary is a US person in CA. Parents are non US residents with a brokerage in the US.
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Haven't sent it yet. But it would be certified with signature