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Investors & landlords
Any update on this? I’m in a very similar situation this year where Fidelity is reporting average cost basis which produces an extra $6800 in tax liability. They won’t change their cost basis methodology, but I have records and have calculated the actual cost basis. All shares were sold in one transaction.
Were you able to successfully modify the cost basis on your tax returns?
June 28, 2024
12:43 PM