Hi Kris. Thank you for your reply. I talked to my financial advisers and they didn't understand either. What stock should the amount be reflecting? Is it a general number reflecting all stocks bought 2020?

Thanks,

Bente

RayW7

The original cost basis is the purchase price you paid for an investment, plus commissions and any fees. In most cases it's simply the total amount you paid for the investment.

The adjusted cost basis is the original acquisition cost plus any adjustments due to the following:

• Stock plan and ESPP transactions

• Corporate actions

• Wash sales

• Amortizations and accretions

• Standardized options

benilssenAuthor

Hi, so I still do not know what amount to enter.

Is it beginning value of each stock (total value of all stocks bought) bought in 2020 ?

Thanks,

Bente

JohnB5677

You will have to have a value for each individual stock.

You will first determine the price per share on the day you purchased it.
You would then multiply by the number of shares that you sold.
This will result in the cost basis for that block of stock.

If you are having trouble determining the original value per share you may be able to use Historical Stock Quote Prices - MarketWatch to determine the original value.

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benilssenAuthor

Hi, I screen shot the information in the box and sent it to my financial adviser. They do not recognize the numbers so something must have gone wrong when the information was uploaded from my Morgan Stanley account. Is it possible to re-enter all the information? How is this done?

I didn't have any of this problem last year.

Thanks