About user645427

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Solved Re: Zero cost basis transactions

When I did my 2023 taxes in 2024, TT accepted the zero basis entries without me having to review and confirm each one that was downloaded into TT from Fidelity....

user645427

3

Updated Apr 13, 2025
Solved Re: Zero cost basis transactions, Negative proceeds

Fidelity offered me an opportunity to give feedback on their info that they provided above. My response was,"Regarding zero cost basis transactions reported on ...

user645427

Updated Apr 13, 2025
Solved Re: Zero cost basis transactions, Negative proceeds

Here's Fidelity's reply. In summary -- They're doing things properly including using zero cost basis and negative proceeds entries ("closing transaction cost") ...

user645427

2

Updated Apr 13, 2025
Solved Re: Zero cost basis transactions, Negative proceeds

My situation is similar. I have sent off a secure email to Fidelity on the subject. See below. I await their response. The attachment referred to was a message ...

user645427

4

Updated Apr 13, 2025
Solved Re: Zero cost basis transactions

Thank you Mike9241 !This looks like a workable solution that I hope to try next year (2023 taxes). Your instructions make the process look simple. I'm concerned...

user645427

11

Updated Apr 13, 2025

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Date Registered	‎March 19, 2023 8:41 PM
Date Last Visited	‎April 10, 2025 12:19 AM
Total Messages Posted	6

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