How do you establish basis for an inherited investment account?

Brokerages may retitle an account while some positions transfer and others are sold.

The statement history shows what existed at death and what changed afterward.

What to gather

• Date-of-death account statement
• Transfer confirmation
• Year-end tax forms
• Position and cash transaction history

Who usually handles what

• Ian can organize the tax reporting question and the supporting records.
• The executor, trustee, or account custodian supplies the records and confirms the file's authority.

A practical next step

Download the complete account archive before access changes.

Related guides

• Step-up in basis after death
• Records needed to establish basis
• Final income-tax return

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.

Back to Tax basis · Ian Bryzek