The IRS provides straightforward instructions with the form to help you get it right but always check with a tax professional if your tax situation is a little complicated and you're unsure. Article ...
Institutional investment managers who were preparing to file their initial Form SHO on Feb. 14, 2025, have been granted a one ...
The date for complying with new Rule 13f-2 and filing Form SHO has been extended by one year. The first filings by covered institutional ...