ThomasM125
Expert Alumni

Investors & landlords

You may be able to log into your brokerage account and research what dividends and capital gains were earned over the years. You can also look on your prior year tax returns to see what you reported as dividends and gains, to the extent you kept them. Also, you could do some math by creating a spreadsheet that would chart the average return you would likely have earned over the years based on applicable dividend per share percentages and the such.  You need to document the method you use to determine the adjusted basis, which is the original investment amount plus taxable income you reported from the fund over the years.

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