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  • Re: If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?
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Investors & landlords

If you inherited securities, you don't need that information.

Your basis is the value at the time you inherited.

 

@dj-ces-g 

‎October 18, 2024 9:36 PM
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