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Retirement tax questions
Hey John -
Thank you for your post, you def know more than I do for this. Respect!
I have followed the directions you list here and I see each monthly proceed for the sale of GLD shares to pay expenses.
I am getting hung up on the costs basis. I have followed all five steps for all the five purchases I made in 2019 of the GLD trust: https://www.spdrgoldshares.com/media/GLD/file/SPDR-Gold-Trust-Tax-Information-2019.pdf
I have so much data, new cost basis for each lot for 21/31/2019, total gains / loss for each lot, cost of gold sold, etc
I also have the Cost Basis Factor on the broker 1099-B, cost basis for each lot, etc
It's a lot of data points and it seems like I have everything it's just not clicking for me.
Any insight on how to calculate the data for "Box 1e - Cost or other basis" would be greatly appreciated.