So I need to split the mutual fund into separate entries. One for the original inherited shares, then one for each of the times they reinvested and bought more shares for me. (every time the basis is different) The last time being a short term investment.
And I must only put inherited for the original shares because inherited means the basis is set to date of death. This is getting pretty complicated and won't match the 1099B that fidelity provided although I guess the total will. Is there an easier way to do this? I have 4 different mutual funds to do this for.
They put various for date acquired in the 1099-B, then I guess average the basis out over all the shares - end result - total gain - should be the same as separating them by date except the first is inherited, the rest are reinvested.
