- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Why can't I override cost basis and date acquired for stocks sold?
I sold 3 stocks in 2020 which was in my Vanguard brokerage account. When I downloaded the transactions to TT, I noticed that the dates acquired and cost basis were wrong. These were classified as Box E so basis was not reported to the IRS. In that case, why can't I correct it? TT won't let me override it. It actually lets me override, but when I do the Smartcheck, it keeps coming up as an error.
The original stock (HP) I bought in 1997 and it has had many spinoffs so not surprising Vanguard couldn't keep it straight, but I have my own records and want to correct it. How do I do that?
March 28, 2021
1:51 PM