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Form 9423 2010-2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your User ID in the designated field at the top of the form. This helps identify your submission.
- Fill in the date of sale or exchange in Box 1. Ensure that this reflects the actual trade date for accuracy.
- In Box 2, input the aggregate amount received, which includes cash and fair market value of any stock exchanged.
- Enter the number of shares exchanged in Box 3. This is crucial for reporting purposes.
- For Box 4, specify the classes of stock exchanged. Use abbreviations like 'C' for common stock or 'P' for preferred stock.
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