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Form 1099-B shows a cost basis ($23,092) but no date of acquisition for the PFE shares tendered. (Shares were acquired 03/05/2008)

Report this as a type D transaction on Form 8949. Since the stock part was a tax-free exchange (right?) you want the basis to equal the proceeds. Use adjustment code B and an adjustment amount that, when added to the reported amount, will equal the proceeds.

You need to adjust your records to record the new bases for the two stocks. Do it now while the information is readily available.

Rule Your Retirement Home Fool
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