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Post# of 6789
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MastaBeta

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MastaBeta

Re: GoldiS post# 4033

Friday, 05/10/2019 7:09:46 PM

Friday, May 10, 2019 7:09:46 PM

Post# of 6789

What he means is that when you view the ticker in your portfolio you can no longer view the tax lots. It's not that he can't figure out when he bought them. It's that the broker no longer distinguishes one purchase date from another.

It also means that no cost basis can be established. I'm no accountant but I'm expecting that whatever distribution we receive may be tax-free.
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