I recently changed the Account Title on a long-held dividend reinvestment account. When name was changed Computershare closed the 'old account' and opened a 'new account'. I sold shares in 2022 and the cost basis shown on trade advice is only the cost basis of the dividends reinvested since the 'new account' was assigned.
I can adjust the cost basis to my actual records, but it will not agree with the Sales Advice reported to IRS and will flag me for audit / error. Is there (1) a way to adjust basis in TurboTax (2) a form within TurboTax to provide a written statement to the IRS explaining difference (3) any advice you can provide to efficiently handle this matter.
PS Sold another Computershare long-held dividend reinvestment and they simply put N/A for basis. In that case I just put my calculated basis.
Thanks
