Cost Basis Crisis – Part 2 of 2

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 😮


About donnahuebsch

I'm a wife, a mom to an unschooling teenager, an animal lover, an artsy craftsy kind of person, & a DIYer. We're embarking on our BIGGEST do-it-yourself project yet - renovating an entire house!
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One Response to Cost Basis Crisis – Part 2 of 2

  1. eof737 says:

    This all sounds quite stressful. Hopefully, you will be done with all this in the coming weeks. Good luck!

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