I sold a mutual fund I received as unclaimed property, the original purchase date is unknown as the purchaser is deceased. Is it still possible to find the cost basis?

I received shares of a Putnam mutual fund as California unclaimed property in 2014 and sold them last year.  Unfortunately the original purchaser is deceased and no records were kept (note it was not an inheritance).  I may have an idea of the broker she used, but not for certain.  I checked and reporting $0 cost basis will affect my taxes so if it is still possible to find the true cost basis, it would be very helpful.  Thank you!


Since it was an inheritance, you can use the date of death as the date of acquisition and you should be able to get the price on that date as your basis.

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