OK. I used the share price the day the stocks transferred as basis. I used the share price less broker fees for proceeds. From 4 batches worth a total of about $7,500 there were some gains & some losses. I found my way through all the forms & the trust ended up owing $3. What concerned me about the 1099-B's was that they reported the sale of the shares & said nothing about basis. Using what I read & what you said, I think I was right. I reported all the same numbers as on the 1099-B's plus other applicable info from the various transfer and sales docs sent to me as each step of the transfers & sales happened. I wouldn't know what to amend at this point.
As I said, I think I should wait to see if the IRS comes back to me on anything. If I get a notice, I'll contact a tax professional and review everything. Then I'll have documentation showing why I was right or that I made an ignorant but honest mistake.
I don't know if "tagteam" is an individual's screen name or if it is really a group. Whoever you are, THANK YOU for being patient with me, digging through my various replies, and being willing to share your knowledge and expertise.
Reverse (kinda) disclaimer--People share what they know & think in forums but using forum advice is totally my choice. If I make decisions about filing taxes based on your shared knowledge, I'm fully responsible for my choices.
Thanks again, Eddie
