1) no funds where originally purchased via financial planner/ Wachovia prior to 1999 - than consequently moved to one brokerage after another.
2) Yes under POA handling the affairs
3) Pricing can be obtained via charts that will go back ultimately to the funds inception. The problem is realistically "what date do I use to establish a price" now normally over that period of time there should be major gains but the financial planner (advisor) etc.. was incompetent. Also pricing can be verified via the mutual fund family, I Have spoken to them and need to go and speak to a backroom operation but the ultimate issue is the date .
4) I am trying to be proactive since with Fidelity and no basis, you can create your own 1099 and get that firmed up and downloaded by a drop dead date of 2/1 for 2/17 delivery. If I stay with the status quo than have to readjust the complete download in Turbo Tax, which isn't a problem but with years of reinvestments its a hassle.
5) I am unsure if the IRS is closed due to the shutdown , although when I do speak to them I always get 3 different opinions. I may just stick in a date get a 1099 , and submit as is in early April.
Unfortunately this isn't my first rodeo with the IRS , I have dealt with them in the past as a trader with mark to market accounting.
