JamesG1
Expert Alumni

Get your taxes done using TurboTax

You may have retained records and other information from the original fund purchase that would give you direction on the date acquired and cost or other basis.  You may have to make educated estimates.

 

Without a date, the 1099-B likely does not report long-term or short-term treatment.  If you have owned the investment for more than one year, you will qualify for long-term capital gain treatment.

 

Retain copies of the records that you use to determine the date acquired and cost or other basis should the tax authorities have questions about your tax return at a later time.

 

@heatherm6 

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