New York/Connecticut Association of Tax Professionals | Dorothy Stein | Activity https://www.nyctatp.org/members/dorothystein/activity/ Activity feed for Dorothy Stein. Fri, 01 May 2026 01:45:48 -0400 https://buddypress.org/?v= en-US 30 hourly 2 ba04e5cca0384bccf5bc016499d60315 Dorothy Stein started the topic Life insurance stock basis - demutualization in the forum Tax Discussion https://www.nyctatp.org/forums/topic/life-insurance-stock-basis-demutualization/ Sat, 13 Feb 2021 17:17:39 -0500 I’m looking for some help on the following:

Has the IRS issued a final ruling on stock basis for stocks like MetLife, John Hancock/Manulife, Prudential, etc?

Do we still file with a capital gain and then file an amended return for a refund? How many of these amended returns are piling up waiting for an IRS ruling?

]]> aca6d64dfaa348dbf59b9461a6e07705 Dorothy Stein replied to the topic Stimulus payments in the forum Tax Discussion https://www.nyctatp.org/forums/topic/stimulus-payments/#post-15362 Tue, 02 Feb 2021 22:29:53 -0500 Your client can go to

https://www.irs.gov/payments/view-your-tax-account

They can set up an account using the multi factor authentication and it will have all the information they need.

Hope this helps.

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