MarilynG1
Expert Alumni

Retirement tax questions

When the Acquisition Date and Cost Basis are blank, the broker that issued the 1099-B doesn't know these values.

 

You don't need an exact Acquisition Date; choose 'Inherited' in TurboTax for how you received the stock, and the holding period is automatically long-term.  You can enter the date you got the stocks. 

 

If you know the date of death, you can look up the historical value at Big Charts.

 

@Chuck48 

 

 

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