I sold $25K in stock that I've had from a former company I left 15 years ago and has gone through multiple ownership changes. I have no record of when and why I have it?

Forum|Forum|3 years ago
March 2, 2023
1 reply
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Need to post 1099B, but I don't have a date enough information to complete box 1b. I've tried to contact the company but due to many ownership changes records aren't available. Are there any alternatives for me?

TurboTax Premier Online

robtm

Employee

You can enter Various for date acquired for 1b. If you did not keep any records I don't know how you would determine the cost basis of the stock. You might try contacting the brokerage you sold the stock through and see if they can do any research on the stock price 15 years ago.

rose-glennAuthor

Thanks for your answer. I left the company 15 years ago, but was with them for 25 years and honestly have no idea if it was an stock purchase plan, or incentive award or what. And no idea when in that 25 years I got it. Whether it was a single award or multiple purchases. My guess at 154 shares is that it was a purchase plan and that was multiple purchases. I just don't have the records showing when and how much. So unfortunately I don't have a specific date that I can search the stock value on.