What the best online cost-basis strategy/calculator for funds held for many years and sold all? NetBasis is not giving me the answers I want this year.
031208
3 Replies
Seahawk190
Level 1
Aug 7, 2020 1:55:31 AM
Log-in to your investment account and see the information there.
fanfare
Level 15
Sep 17, 2020 6:57:09 PM
since you "sold all", consider using average cost basis.
See IRS Pub 550.
ThickAsABrick
Level 3
Feb 14, 2021 1:54:49 PM
If you have a broker to contact (or work with) at your brokerage house, I'd ask them to research this for you. They do it all the time.