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Get your taxes done using TurboTax
You're very welcome, ccam. Yes, some brokerages do a much better job than others in reporting this type of (breakdown) information to their customers. It's a classic example of you get what you pay for. Since it's not a requirement under law, some financial institutions take the trouble to help and put in the extra work, and others do not. It sounds like you've got one of the "good" ones, in terms of financial institutions, and that's great to hear. But, if anything is missing from your statements, or if you have any other questions, we're here to help. Good luck with your future investing activities.
‎June 3, 2019
12:23 PM