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Does it matter from a tax standpoint if we mark sold investments as being inherited? Our brokerage transferred all the cost basis information when we received them.
Our brokerage tax statement was imported electronically and contains accurate dates and cost basis information. Asking because there are many (>170) entries (due to many subsequent dividend reinvestments) and it seems like a lot of work if it doesn't make a difference from a tax standpoint.
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‎April 2, 2023
2:46 PM