Now that I've gone through all this . . . would it just be easier to leave the acct alone and we could deal with all of this some time in the future depending on who needs what and who outlives who It isn't that complicated. Since no dividends were reinvested, you just need to find a statement with the stock purchases. Transfer slightly less than half the account + 14K. After the end of year transfer the rest.
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. Earnings Estimates, Analyst Ra