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Your life will be much easier if you put all of this info into your personal records and don't worry about the broker.

The IRS doesn't really care if you adjust the basis on the 8949 when the shares are sold. There's a code specifically for this situation, and it get used frequently. They actually expect you to adjust the basis when a spouse passes.

My understanding is that the broker is not supposed to adjust the basis reported to the IRS. They continue to report the original purchase basis, and it is up to the taxpayer (i.e. YOU) to make the appropriate adjustments.

--Peter
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