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Retirement tax questions
Brokers were not required to report cost basis before 2011, so any shares bought before that date are "Non-covered". Yours will be long term (Box E), you can use "various" for the date acquired, but you will need to do the best you can to reconstruct what you paid for those shares originally. You can find price history information on financial websites, which might help.
‎June 3, 2019
1:40 PM