@DJson wrote:
Thanks, however he said he doesn’t have and isn’t going to put energy into finding out.
If I can’t find out from the company I’ll assume I have to use the lowest basis?
thank you
In general, the IRS does not have to award any adjustment or basis that the taxpayer can't prove.
However, I would expect the stockbroker would have such records and be able to provide them to you, especially if the stock is transferred from his account to an account in your name with the same broker.
