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Investors & landlords
Yes, you go ahead and report it yourself. Try to keep records of your original purchase as a back-up.
Their statement was just that they will not be reporting it. That doesn't mean that you can't.
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Why would they do this. 1) for older purchased bonds, they are not "required" to report it, and may not want to be responsible for reporting it (for some reason) 2) IF older purchased bonds were transferred from one broker to another at some date some years ago, they may not have the actual purchase price/premium you paid.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 6, 2019
2:40 AM
8,982 Views