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Bought a company that was acquired by GE.

That's the toughest one. Ideally, you'd have your cost information from the company that GE bought AND you'd have the information from GE on the acquisition/merger that explains the tax ramifications of the transaction. If I had to guess, I'd say your cost carried over from the old company to GE. But that is far from certain.

Then bought GE thru AG Edwards and also M/L.

Purchase cost is your basis for these shares. Easy peasy.

Inherited additional GE.

Basis is FMV as of the date of death.

During this time sold some GE thru AGE(at that time I didn't know to add the dividends so paid way too much tax).

Maybe, maybe not. IF you were in a DRIP with AGE AND you sold both the purchased shares and the DRIP shares, then you made a mistake. For tax purposes, consider the DRIP as if you just bought additional shares with every dividend.

Then both AGE and M/L purchases were combined at Schwab

That's actually a non-issue for tax purposes.

Now, figure up your basis in each source of shares. And keep track of the dates to go with each as well. Then when you sell, use the basis of the oldest shares as your cost. (Unless you instruct Schwab to sell specific shares.)

--Peter
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