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Retirement tax questions
If you know what you paid for this investment (and any necessary adjustment to that basis for such things a nontaxable dividends) you should enter this as the cost basis. You are required to maintain any cost basis information for your investments.
There are various reasons why a cost basis is not reported on Forms 1099B, for example if you changed financial institutions then Company B would not know the transactions that occurred while the holding was with Company A. Options are typically not reported with a cost basis.
‎June 6, 2019
10:46 AM