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posted Apr 12, 2021 7:29:47 PM

I purchased stocks with TD Ameritrade in about 2001 to 2002. I sold them tis year. My TD Tax form dose not list cost basis. what can I do?

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2 Replies
Level 15
Apr 12, 2021 7:54:28 PM

You enter the basis from your records of your purchases. If you do not have records of the purchases, ask TD Ameritrade if they have a record of your purchases. They might have the records, even though they didn't put the information on your tax form. As a last resort, make your best guess about the date of each purchase, and use a web site that provides historical stock prices to find the market price of the stock on that date.

 

Level 15
Apr 13, 2021 8:58:23 PM

you must supply the basis from your own well kept records.

Otherwise, if you are audited, IRS will deny your basis claimed and use a basis of zero.