No. of Recommendations: 1
What I have done is created a binder for the stocks I DRIP into. Each time I make a transaction they send a statement that summarizes what has been done to date for that year. At then of the year you have a history of everything that happened that year. Usually a 1099 is attached to the bottom that you give to your tax preparer.

For the first several years I didn't think about what tax consequences I would face so I talked to my tax prep person and they said what we would do is take the year high and year low for that year I didn't keep the final record for and cost average the shares.

Since I now know better I keep the year end statements.
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