Thank you all for the feedback. Very interesting what happened today after this posting a few days ago.
The Account Representative I talked to initially and which I sent Merrill's own TOD statement securely to him, told me again the people he talked to said there was nothing they could do. Pointed me back to the company to pay for a historical evaluation. I found no positive reviews on that company by the way.
On my email from Merrill for feedback, I was polite, but shared I was disappointed. Today I received a call from the same Account Representative and he told me they fixed my cost basis and my new statements would reflect it. I told him that was great, then asked him how did it come about? He suggested a different day and time.
My May statement I just pulled down is correct for the stock I currently own. The TOD cost basis is now reflected. The only loose end is I don't know if they will adjust the one cost basis of the stock I sold prior to this recent adjustment for tax purposes. That stock no longer shows up on my statements obviously, but I am wondering what Merrill will report to the IRS as the cost basis for that single stock.
I am very impressed with this forum. Rock solid advice all the time. And I will admit, I was pleasantly pleased with Merrill's recent interaction. I don't want to press my luck on them to be willing to give me a new trade confirmation statement reflecting the new cost basis.
