03-28-2008, 06:52 PM
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 Re: Selling mutual fund tax question "Williams" <cwillyATE[at]OOHAY.com> wrote - quote - > Back in December, I sold my mutual fund and closed the account. The > problem is that I have not been a good record keeper, and I'm having a > hard time coming up with the "cost basis." I have original purchase > documents for the fund, statements for several years, then some gaps for > other years. > Any advice on how to proceed? The fund, or your broker, can't give you that with a few key strokes? That's where I'd start. -- Paul A. Thomas, CPA Athens, Georgia -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#-1
03-28-2008, 05:59 PM
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| Selling mutual fund tax question Back in December, I sold my mutual fund and closed the account. The problem is that I have not been a good record keeper, and I'm having a hard time coming up with the "cost basis." I have original purchase documents for the fund, statements for several years, then some gaps for other years. Any advice on how to proceed? Thanks! -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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| fund, mutual, question, selling, tax |
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