Ken1959
New Member

Investors & landlords

I have the same problem.  I see someone has submitted a response that implies the assumption that the broker wasn't the one who bought the fund for you and, therefore, you must be the one with the date acquired and cost basis info.  Well, that's not the case here.  In my case, I apparently have a broker who let this information fall through the cracks!!!!  So what do you do in a case like that?  TurboTax only has two non-date options (i.e. "various" and "inherited").  Does anyone know what to do with this other than firing the broker?