This is a critical point. If you do not have a basis recorded on a sale, the entire amount (100%) of the selling price (Proceeds) will be taxed. This will be the case even if you had a loss on a stock.
If the investment representative can not come up with ALL of the basis data, it would be worthwhile for you to gather it the best you can. Document how you went about gathering the data, and that will be your documentation if the IRS were to question it.
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