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Form 4473 – Validity of Old Forms

posted on January 18, 2019

Q: If we have transactions started prior to 1/16/17, but they’re not transferred until after 1/16 – which form should we use? Will the old form still be considered valid since it was started before the 16th? Or will a new form need to be used with info transferred? I assume the old will be ok, but with such a strong deadline for using the new ones, I’d just like to be sure.

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