Thank you for the response.
I'm trying to file for previous tax years (2017-2019).
I'm unable to set up an on line account for this particular investment. The account rep refuses to work with me directly and doesn't answer her phone. I've called the main, corporate help center and they said I have to work with the rep. Through e-mail the rep has stated she has sent the forms to my mother by mail multiple times but we never seem to get them. This has been going on for months now with no success.
How can I take care of this without having to work through the account rep? We're trying to do an in-kind transfer of the assets to another brokerage that is good to work with, but of course there are issues with that and the rep is not helpful with this either.
Thanks.
