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CABob:Is the additional record keeping for tax purposes not provided by the broker via yearly 1099 in the case of a sale of that particular stock(s)? I am thinking particularly of the cost basis(es.

I guess they probably do under current regulations. All or most of my holdings were purchased before that was a requirement. However, even if the broker provides the information and you want to do a partial, specific lot sale it might be somewhat complex.

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