Get authorization for a login to the account and try to find what basis info you can on line. There may be some transaction documents for reinvested dividends going back to the 1990's. Once you have captured whatever you can find, consider moving to another broker if feasible, if planning to hold them.
Can they be sold in pieces spread over multiple years to stay within the zero Federal LTCG bracket? Is state income tax in play? May be able to sell in 3 chunks in 3 different tax years between now and Jan. 2026 with manageable taxes.
Can they be sold in pieces spread over multiple years to stay within the zero Federal LTCG bracket? Is state income tax in play? May be able to sell in 3 chunks in 3 different tax years between now and Jan. 2026 with manageable taxes.
Statistics: Posted by Northern Flicker — Thu Jul 25, 2024 1:31 pm — Replies 17 — Views 989