With close to 30 years as a broker, my experience has been that the brokerage firm is not always right and will fall back on “ consult your accountant or tax pr...
My goal is to have a corrected 1099 generated reflecting accurate cost basis on stock I sold in 2019. Once the 1099 is corrected, that information will be submi...
I need to determine the cost basis on stock I inherited from my parents. My brokerage firm is telling me only 50% of the assets I received from my mom can be st...
Hi and thank you for getting back to me.My parents had a portfolio of stock in a joint account.My dad died in March 2018 and my mom died in December 2018.I know...
