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gro1
New Member

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?

 
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3 Replies

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?

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
New Member

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?

My records from RJ do not have that information.

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?

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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