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Retirement tax questions
IRS requires all sell transactions to be reported.
You are expected to keep cost basis records and fill in the missing fields from your own records.
The exact date doesn't matter except as to holding period which is either more than one year (LT), or not (ST).
For this reason, "Various" is allowed in Date Acquired field.
If broker doesn't have the records, most likely you have held the security for a long time.
‎July 15, 2021
9:09 PM
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