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Retirement tax questions
sgbloss If the info is simply not on Fidelity's 1099 report at the back, it doesn't necessarily mean they "did the transactions." Ask them if they accounted for it; I bet the answer is no. If Vanguard gives you the "Proceeds" you can likely trust it. But then you have to use the calculator anyway to get to the cost basis of the silver sold for the SLV calculator.
Just use the calculators at costbasistools dot com for GLD and SLV IMO for any lot you own, wherever that is. Don't, if you don't trust the site. I personally do. You have to read what I wrote about LT and ST gains though to enter the data from the calculator correctly. And you have to enter each lot with a different Price/Date of purchase separately on the calculator.
Just use the calculators at costbasistools dot com for GLD and SLV IMO for any lot you own, wherever that is. Don't, if you don't trust the site. I personally do. You have to read what I wrote about LT and ST gains though to enter the data from the calculator correctly. And you have to enter each lot with a different Price/Date of purchase separately on the calculator.
‎April 19, 2023
2:51 PM