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April 8, 2025
Question

OID for CA taxes. Under the question Enter your OID, it asks "are you an issuer, holder or both"?

  • April 8, 2025
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1st question: OID for CA taxes. Under the question Enter your OID, it asks "are you an issuer, holder or both"? I received an amount in both my brokerage acct for Schwab and Fidelity. How do I answer this?

 

Then it asks the amount of "Fed/CA difference in OID -- add or subtract"?