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Investing
For what it's worth, I called the "Questions call: [phone number removed]" number on my Smith Barney 1099-B and spoke to a very helpful person worked with me to break down all of the "VARIOUS" entries into their individual lots. They also provided me with Cost Basis per share for the acquisitions and the Market Value on the day of sale. Feeling much more empowered to do my taxes. I suggested they add this level of detail to their trade confirmations, because I was unable to get this information from the standard trade confirmation letters they had archived in my account.
May 10, 2021
10:37 AM