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How do I report basis and date acquired on a small mutual fund redemption from a fund I have held since 1988?
I redeemed $1500 from a mutual fund with a $40000 balance. The fund sent a 1099-B form listing # of shares sold, date of transaction and proceeds, and stated basis not reported to IRS. How do I report the date the redeemed shares were purchased and their cost basis on a fund I have held for 30 years? I stopped investing in the early 1990's and have accumulated roll-over dividends since.
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‎June 4, 2019
1:29 PM