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I am trying to calculate the cost basis for a mutual fund held for 55 years by my wife and her ex-husband and nobody knows the amount of the original investment. Advice?
I received all the annual reports for the fund investment back to 1972. However, the original investment was in 1969, made by my wife's ex-husband who is now deceased. Nobody knows the amount of the original investment. Neither the mutual fund company, Invesco, nor my wife's deceased husband or my wife has a record. The Invesco rep left a message on my phone with his best guess, so all I have is a voice mail.
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‎June 4, 2019
7:11 PM