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Assuming thta your mother has owned the stock for more than one year, it sounds like a good plan, but please double check --- a review of the Tax board FAQ may be adequate.

Thank you. I'll check. The particular stock Mother is thinking of was indeed purchased several years ago and has split several times so she has 16 times the number of shares she had purchased. But it would make for cleaner records if I could at least get the date of purchase. 8) Once I have the date, I can do message searches to find out how to discover what the shares of that stock were selling for on that day.

(I tend to be rather stubbern about wanting appropriate documentation for any deduction I take.)

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