turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

dj-ces-g
New Member

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.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?

Do you have a question? Can you further explain the situation with the accounts?

If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?

If you inherited securities, you don't need that information.

Your basis is the value at the time you inherited.

 

@dj-ces-g 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies