To be sure I understand. You withdrew your 401-K and put it into a Brokerage account. If that is true:
You should report the 1099-R. That will bring you up to the point where you cashed out your 401-K. At that point each individual fund will establish a new basis on the day of the transition.
So you will have to get the value of the stocks or funds that you sold on the day of the transfer, and that will be your basis. You will have to have this for everything in your portfolio, so you can start on that now.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
