The brokerage statement may not have all the information. If you earned/ bought stock through work, you may have had income in your w2. Add the corresponding income from those shares to your basis plus any sales expenses if the broker did not.
Note, the w2 for whatever year(s) was appropriate. You will want to check your records.
I want to urge you to create a financial notebook that is kept separate from your tax return- if you don't already. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your carryover information, and proof of your basis in your various investments. You must keep tax records from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses / carryforwards/basis.
@@cburnside
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