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dj-ces-g
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If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?

New brokerage accounts yet disclosures and tax documentation is from many prior years.
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If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?

 

If I cannot confirm securities (royalties, dividends, bonds, stocks, mutual funds) I found in new brokerage accounts but disclosures are from many previous years …?

If you inherited securities, you don't need that information.

Your basis is the value at the time you inherited.

 

@dj-ces-g 

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