Each year we encounter this question as we are gathering information for tax returns. We normally ask for a complete copy of the 1099. The questions we get is "Why do you need all the pages of the 1099 statement? You have the totals that get reported on the 1st page." Here's an explanation. Depending on the types of investments you hold in your account the detail can give us information that provide for additional income and/or deductions. There are state deductions for some types of … [Read more...]