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My 1099b does not have the cost basis or acquisition date. However the information was available to the brokerage (Fidelity) because the cost basis and date were on the monthly statement when I sold the stock. The stocks were acquired in my brokerage account as vested RSU from a net benefits accounts also at Fidelity. So all the information was available for the 1099b but not reported. There is a supplemental tax form, not reported to the IRS, that has the cost information.
‎February 18, 2025
7:21 AM