Ian Bryzek, CPA
How do you reconstitute cost basis from broker archives?
Broker basis tools vary in quality; reconstituting basis means collecting lots, transfer histories, and death-date values into a reviewed workbook.
When brokers disagree after an ACATS transfer, keep both reports and document the conflict.
Ian can help decide what is supportable; the custodian cannot be assumed infallible.
What to keep with the file
Ian can help decide what is supportable; the custodian cannot be assumed infallible.
What to do next
Build a lot workbook with source citations before filing a return that reports stock sales.
What to gather
- Lot history reports from each broker
- ACATS transfer records
- Death-date value support
- Corporate-action adjustments
- Conflict log between broker reports
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
Build a lot workbook with source citations before filing a return that reports stock sales.
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.