Ian Bryzek, CPA
What corporate-action records matter after death?
Splits, mergers, spinoffs, and symbol changes after death can break lot tracking if notices are discarded.
Keep every corporate-action notice with before-and-after position reports.
Basis allocation workpapers for spinoffs are review items.
What to keep with the file
Basis allocation workpapers for spinoffs are review items.
What to do next
File corporate-action notices in a dedicated folder as they arrive.
What to gather
- Corporate-action notices
- Before-and-after holdings statements
- Broker allocation reports
- Sale confirms involving new shares
- Open questions for the preparer
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- The executor, trustee, or account custodian supplies records and confirms who has authority to act.
A practical next step
File corporate-action notices in a dedicated folder as they arrive.
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.