Thanks very much!!! My son's statement is very comprehensive, listing the dates and the amount of stock sold for that date - and I was able to find the stock history so that was fine. Unfortunately, when I transferred the stock into my ownership with TOD designation, that's the only date the broker put on my statement so even though I have been buying the stock for about 30 years, I have no way of knowing the original dates and purchase price, so everything is based on that date a few years ago - which gives me a profit on the stock. But thank you so very much - hopefully this will all make sense when I sit down with it! Your help is much appreciated!
