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New Member
posted Mar 23, 2020 12:41:34 PM

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
Level 15
Mar 23, 2020 12:47:34 PM

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

New Member
Mar 26, 2020 4:26:16 AM

My records from RJ do not have that information.

Level 15
Mar 26, 2020 8:07:40 AM

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.