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Deductions & credits
if the securities were transferred from TD to Schwab there is no recognized gain/loss and your basis remains the same as it was in TD. Simply put transferring securities from A to B is not a sale.
only if the securities were sold/liquidated to cash in the TD a/c would there be gain/loss or if sold after transfer to Schwab.
‎September 21, 2023
8:49 PM