My 1099-B worksheet does not show the acquired date on 5b in the embedded data from Raym James. It is for 78463V017 SPDR GOLD SHARES. How can I find the acquisition date?

gro1 · ‎March 23, 2020

macuser_22 · ‎March 23, 2020

The broker does not always have that information. You must provide it from your own records.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

gro1 · ‎March 26, 2020

My records from RJ do not have that information.

Critter · ‎March 26, 2020

When you made the purchase a receipt of purchase was issued ... if you did not keep that information and the broker doesn't have it then you will need to figure that out yourself. If it was more than a year ago then you can simply use the word "various" ... but your real issue will be the cost basis ... if the broker doesn't have the date of purchase then they probably don't have that more important info ... again search your records OR give it your best guess ... google search historical pricing.

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My 1099-B worksheet does not show the acquired date on 5b in the embedded data from Raym James. It is for 78463V017 SPDR GOLD SHARES. How can I find the acquisition date?