Dear all,
I discovered that my 2016 tax return needs to be amended. Ameriprise, the financial brokerage firm I use, issued the Year End Tax Package with an error in it: Mistakenly states a mutual fund that was sold with zero cost basis, resulting all the sold value to be gain, when it should have been a loss.
It would have been a smaller problem if Ameriprise re-issue the Year End Tax Package with the correct cost basis. I was told by my financial adviser it is not possible.
I am still looking for a better answer on that end.
Meanwhile, my question is: if Ameriprise doesn't re-issue the Year End Tax Package for me to amend the tax return. What are my choices?
Can I use annual statements to amend tax returns?
Many thanks
