I actually like Phil's suggestion better than my own And I just recommended yours. Shame on me for not bringing up the issue of custodian responsibility for this mess. The taxpayer definitely shouldn't be out any money because of the custodian's errors. What a mutual admiration society we have going here!! Seriously, the OP can take the best of both approaches - push back hard on the advisor/custodian and take proactive steps with regard to the IRS rather than waiting for the IRS to discover things a year from now.Ira
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar<