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Financial Planning / Tax Strategies


Subject:  Re: Half Step up cost basis - stock Date:  9/16/2018  12:35 PM
Author:  nagdabbit Number:  127965 of 129721

This is an ages old JTWROS DRIP account - I was hoping that the transfer agent would get the correct cost basis applied - at least for the half of the shares that require adjusting.
Then the plan was to transfer in kind to another broker to consolidate assets - to make it fairly painless it would be nice to have at least that half basis set in stone when transferred.

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