I decided since I was getting conflicting stories, that I would call back a third time. I got a new lady, who listened to my predicament, and had no trouble at all pulling up a historical file with our stock purchase information. However, she wanted me to verify ANOTHER address where we lived from 1988-1994…for the life of me I couldn’t remember our house number! “Look, I’ll get the house number and call right back, but can I PLEASE ask for you?” She said that there wasn’t a way to get connected to her when I called back, but that someone else would be able to pull up the same info — easier said than done, sister!
By this time K. was in the car and I borrowed her iPhone to look up our old house number. I called back for a 4th time, praying that I would get someone who knew what they were doing — and thankfully I did! He verified my old address, got my new mailing address, and said that the info would arrive no later than 2/23, which it did.
Unfortunately, when I was working on taxes yesterday, I realized that the purchase history was missing 6 years worth of data — that meant a FIFTH call this morning. They located the missing info. and promised me I’d get it in the mail by the 21st (of March, I hope!). Once I have all the data, I’ll match up the purchase dates with historical stock price information and come up with our cost basis information — so at least I have a plan, and am feeling less stressed about getting the taxes done 😮