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Computershare is a difficult company to work with:( My mom had moved many years ago, my brother tried to save all her important documents but some were either overlooked or never found. My moms memory was bad the last few years to ask her questions. Luckily, I sold off the computershare before she died, but had I waited we would have had a new cost basis which would have been the value the day she died. Computershare charged enormous fees to sell the 3 small securities that one trade she got $0. They had wire fee, transfer fees and brokerage fees that added up to $56 in fees for each security. Hopefully, the IRS doesnt come after me, it was a small amount and it's close to the date. Thank you for the insight.
2 weeks ago