dbr wrote:I think gains on "covered" shares move and those on "uncovered" shares might not.
It may be possible to enter the correct basis manually; it can at some brokers.
Prior to current law on basis reporting losing track of the basis when changing brokers was probably par for the course and a reason for every investor to keep good records of their own.
Our cost basis tool no longer offers the ability for you to update or enter
cost basis information for your unallocated securities. You will have to
maintain your own cost basis records for shares that we don't have cost
basis information on. We apologize for the inconvenience this may cause
Alternatively, you can contact the delivering firm and request that it
sends Vanguard a transferred cost basis statement. If we receive the
statement directly from the firm, we can allocate the noncovered shares.
The statement can be sent to us by fax at 484-582-4544 or by mail to:
Vanguard Brokerage Services
P.O. Box 1170
Valley Forge, PA 19482-1170
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