Appreciate the help, yes started with Wachovia but the planner left for Morgan Keegan which ended up with Raymond James since they purchased MK. Off course most of the financial aspects of this planner ended up at full load funds, as a matter of fact we complained to FINRA, with documentation of major improprieties but the govt doesn't care.
" Secondly, in situations such as you have, the IRS is seeking a "best efforts" attempt to establish cost basis, not absolute nor actual.", you are very correct on that as a matter of fact if you recall it was only a few years ago that they started questioning your basis and asking where it derived.
