Message Font: Serif | Sans-Serif
No. of Recommendations: 0
I've recently read about the possibility of 'selecting' the shares one wants to sell in order to choose the most tax-advantageous ones (for example, to take a short-term loss or small gain while preserving longer-held shares so they can qualify for long-term taxes).
What I saw said one needs to ask the broker to simply confirm one's statement identifying which shares one sold.
So far so good. My question is, what e-mail address or other mechanism does one use for this on Datek, to ask them for snail-mail confirmation on the stock identification?
Do you have to do it by phone? Hope not.
Were they clueful enough to know what you were asking them for, and that they need not do anything other than just send you a letter saying exactly what you told them?
Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.