@fanfare wrote:
@MontanaKarl
"the brokerage itself will compute all of this for you "
Not if you started buying IBM in the '60s.
Yes, of course they can... as they've done that for me for years... since when I opened the account, I provided them with all of my cost basis information for the basis lots purchased in the 60's. There is no rocket science here.
The OP said he/she kept immaculate records. If, on the other hand, you have no records, then that's another story.
