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  1. Last year (2012) my tax expert had a different form layout where there were types of properties (one being Funds held outside CA) and you only had to check box in the column that corresponds with one's amount , e,g +1mil, +700k, +500k, etc...there was no specific bank and actual balances needed to be provided... Now they are asking more information...making life more difficult.. QUESTION: what do they mean by income(loss) field? I know the maximum balance at one point in the year and end of year balance... Thanks
  2. I know it is a bit late..but I am interested to connect for the same purpose. Please reply so we can share info for this year taxes if it is not too late for you yet.. Thanks,
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