Ian Bryzek, CPA
Selling inherited investments
Inherited investment sales should be traced by account, holding, and transaction date.
Cash movements and security sales can be reported differently.
Save custodian statements, trade confirmations, and value support.
What to keep with the file
Save custodian statements, trade confirmations, and value support.
What to gather
- The source documents closest to the transaction
- A dated list of what happened after death
- Statements, invoices, or correspondence that explain the entries
Who usually handles what
- Ian can help identify the tax records and reporting questions.
A practical next step
Make a short timeline and mark any fact that still needs support.
Related guides
This general information is not tax or legal advice. The answer depends on the documents, ownership, timing, and facts of the particular matter.