Thank you for your help. Have a nice day!

Tom, I understand not wanting to list your email. I was able to copy and paste the info. Thanks. Security Trans type Qty Open dateAdjcost.Closedate Adjproceeds...

Tom, I found more details on the tax lots. I only had div reinvestments from 2014 to 2016. Could I send you the reports via email? Im ready to file my taxes, ex...

Tom,After inputing my 1099-B information into Turbo Tax, it shows income of $5202. Do I need to do any other calculations? I'm confused with the 86% Exchange an...