It’s confusing. Moreover, many firms only have cost-basis numbers dating back to 2012. Individuals with longer histories can share their history with the firm to put lifetime information in one place, making for easier-managed decisions.
It’s confusing. Moreover, many firms only have cost-basis numbers dating back to 2012. Individuals with longer histories can share their history with the firm to put lifetime information in one place, making for easier-managed decisions.