curiousgeorge
Junior Member
Joined: Feb 22, 2011 22:11:06 GMT -5
Posts: 131
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Post by curiousgeorge on Dec 15, 2011 7:36:55 GMT -5
I need help please. Shares of a Fidelity mutual fund bought Sept 1997. Due to mergers, account has been automatically moved at least 3 times from one investment firm to another. Lost records. Need to sell before end of year. How to obtain cost basis? Can it be interpolated from online historical prices - how? Fidelity is not helpful at all because they never had the account
Thank you kindly.
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Deleted
Joined: May 4, 2024 23:46:43 GMT -5
Posts: 0
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Post by Deleted on Dec 15, 2011 8:03:12 GMT -5
How much money is in the account now?
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curiousgeorge
Junior Member
Joined: Feb 22, 2011 22:11:06 GMT -5
Posts: 131
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Post by curiousgeorge on Dec 16, 2011 6:38:10 GMT -5
Thank you everyone for your responses. NO records at all - no statements, no tax return copies, did not use CPA/tax-preparer. Have moved residences - somehow some boxes lost in the moves. Yes- all dividends/distributions re-invested.
There is new law that requires 1099s include cost basis - when is this effective?
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curiousgeorge
Junior Member
Joined: Feb 22, 2011 22:11:06 GMT -5
Posts: 131
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Post by curiousgeorge on Dec 17, 2011 19:18:45 GMT -5
Thanks everyone!
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