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October 14, 2024
Question

If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?

  • October 14, 2024
  • 1 reply
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New brokerage accounts yet disclosures and tax documentation is from many prior years.

1 reply

Employee
October 14, 2024
No text available
fanfare
Employee
October 19, 2024

If you inherited securities, you don't need that information.

Your basis is the value at the time you inherited.

 

@dj-ces-g