Figuring out your cost basis is the responsibility of the taxpayer not the mutual fund or brokerage firm. They probably can help you with the relatively recent history (say around 5-7 years). For something like you requested I would expect that there were some loud howls of laughter in the background. Putting off an unpleasant task does not make it any easier when you finally do take it on. Thanks for the reality check. Yes, they probably did laugh at the thought of doing this work for me. Some may disagree with using a zero cost basis. They may tell you to push the envelope as far as you can. IOW, make up some number for your cost basis in order to reduce your tax bill. The only problem with that is that the burden of proof is on you. If your transaction raises a flag or you get audited, you will have to bring in physical evidence backing up your claim. If you do not have anything to support your story, you will be in much deeper doo doo than you would just using the zero cost basis. Won't the IRS think it's reasonable that SOMETHING more than zero was paid, even if it's an estimate?Is there some way I can find the share price of NGUAX in 1970, and maybe even a record of the annual distributions? That would put me on the road to finding a more-than-zero cost basis.I'll call them.Juliette94
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