RE: TWX merger with T: In my Schwab account for the new ATT shares (T), I can click on the 'Basis' information and see all of the price info since AOL merged with Time Warner in January of 2001. (I've owned the shares since TWX was AOL). I called Schwab about the $0 listed as my basis on a gain of some $4,000 on the form 1099B. There are 2 other entries for part shares of the Time Warner sale that give a high basis and low net gain. The Schwab Rep, after talking to her Basis folks, could not explain the $0 basis with the higher gain except to say that they only had to report info to the IRS basis from 2011. They suggested that I contact a tax advisor. Ugh!
When I changed the $0 basis to what's listed in my Schwab basis history from 2001, TurboTax popped up some other questions related to the 1099 B that look troublesome. It's looking for numbers from box 1f of Accrued Market Discount, that don't apply. I'll keep trying it anyway.
