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Level 1
April 15, 2026
Question

I'm missing a few investment acquired dates and cost or other basis.What should I enter?

  • April 15, 2026
  • 1 reply
  • 168 views
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1 reply

Level 15
April 15, 2026

For the acquisition date, you can use "Various", just make sure you get the holding period correct - long-term vs short-term.  Check the back of your 1099-B for supplemental information.  Often there is cost basis listed there that is not required to be reported to the IRS, so it's not included on the 1099-B.  If not, at this point, if you wan to file today, you will probably have to use $0 for the cost basis.  Otherwise you will have to research it to determine what your actual basis is.  

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