Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Just info on some docs that I have been able to get from brokers during a change in brokers.

It's been hit or miss.

Some old Drips, not much info. Some brokerages, not helpful. Just one or two that actually saw the tax requirements change and went back through their data and did in fact go back many decades, although they did round shares from 4 to 3 digits.
Kudos to them for trying.

Thankfully there's Quicken and regular entries that have been kept up on and statements.
Who thinks the majority of brokerages will start charging a lot for back records, if they have 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.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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.