Epstein Index›Documents›EFTA01221804
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Epstein File EFTA01221804: Withheld and Classified (DS9)

Financial RecordDate unavailableEFTA012218041 keyword hits
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This document is a financial record containing tax-related information dated January 1, 2012, listing mutual funds and similar securities with CUSIP identifiers. It includes columns for acquisition cost, basis, and other financial data, with certain information withheld and classified. The document references IRS changes regarding short sales and contains financial transaction details.

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Date of Commission and Cost or Loss Income Tax Loss Not REALIZED Exchange Acquisition Description CUSIP Quantity Option Premium Other Basis Disallowed **Withheld**
Excerpt 2
of Commission and # Cost or Loss Income Tax Loss Not * REALIZED Exchange Acquisition Description CUSIP Quantity Option Premium Other Basis Disallowed **Withheld**
Excerpt 3
January 1, 2012 - certain mutual funds and similar securities JPMS1212 Short Sales - The IRS instituted the below changes in regards to short that are **classified**

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