InvestorsHub Logo

MastaBeta

05/10/19 7:09 PM

#4036 RE: GoldiS #4033


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.