Hi @DianeW777 Diane, thanks very much for your help. Your instructions are very clear.
My problem is that I cannot differentiate on the 1099B which shares were inherited and which purchased. The Fund shows all have holding periods that are long-term (which they all are; date of death was early 2016 and I sold all in 2020) and used average cost (ACST) to compute the basis. I had multiple sales/redemptions in 2020, two of which list a date acquired; the rest are all blank. The dates acquired are around the time that the inherited funds actually hit my account but I haven't looked that up. The two dates (or one of them) also may be re-invested earnings.
All of my redemptions are shown as being sold for a loss from the basis cost.
Any additional thoughts based on this additional information? Thank you!
