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re: "Incomplete" Cost Basis
Posted on 3/19/24 at 5:31 pm to ColoradoAg03
Posted on 3/19/24 at 5:31 pm to ColoradoAg03
It happened to me with TD Ameritrade. I sent them a message (through my app / account services) and told them my cost basis which I had known by looking up a previous statement from my brokerage prior to TDA. They had it fixed within a day. Never even asked for corroboration on the cost basis. I could have made it up (given a higher cost basis) to limit my taxable liability.
This post was edited on 3/19/24 at 5:32 pm
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