If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?
New brokerage accounts yet disclosures and tax documentation is from many prior years.
026961
2 Replies
Anonymous_
Level 15
Oct 14, 2024 10:39:28 AM
fanfare
Level 15
Oct 18, 2024 9:36:32 PM
If you inherited securities, you don't need that information.
Your basis is the value at the time you inherited.