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#1
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Lost trade confirmation
Has anybody here ever lost a trade confirmation from when they purchased a stock? I can't seem to find one that is at least 5-6 years old. I can't even remember who the broker was that I got it from. I am trying to find proof of my basis in the stock for my taxes. Any ideas?
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#2
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If you keep your monthly statements, you can find the trade on the statement in most cases. But, not remembering the brokerage house probably eliminates this option...........
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#3
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Yeah, I thought of that. I used to save EVERYthing . . . until somebody gave me that damned shredder for Christmas one year.
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#4
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Any other ideas?
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#5
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Without a broker and an account number, you're basically _______ .
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#6
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How did you pay for the stock?
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#7
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I lost a stock certificate and got it replaced. All i needed was the account number. I got it from the company I invested in. Then I needed a Lost Security Bond. once I had that they issued me a new certificate. Best $700 I ever spent.
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#8
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You need to keep all that crap in a folder....
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"It's normal for these things to empty your wallet and break your heart in the process." 2012 SLK 350 1987 420 SEL |
#9
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If you know the approximate date you bought it, Yahoo has a lookup for historical share values.
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1985 380SE Blue/Blue - 230,000 miles 2012 Subaru Forester 5-speed 2005 Toyota Sienna 2004 Chrysler Sebring convertible 1999 Toyota Tacoma |
#10
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Thanks for your suggestions. Yes, Mistress, I DO keep them in a filing cabinet. I just didn't have a very good filing SYSTEM back when I bought this particular stock. Fortunately I don't participate in any DRIPS, so I know my basis. I just wanted to make sure I could defend it if I was audited.
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#11
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A lost security bond is based on the valu of the stock when the security bond is purchased. If the value is low right now because of the market as a whole now might be the time to replace that certificate.
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#12
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I don't hold any stock certificates. I'm talking about a trade confirmation. That's your receipt for when you buy and sell the stock. It is your proof of when you bought or sold it and what the price was.
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" We have nothing to fear but the main stream media itself . . . ."- Adapted from Franklin D Roosevelt for the 21st century OBK #55 1998 Lincoln Continental - Sold Max 1984 300TD 285,000 miles - Sold The Dee8gonator 1987 560SEC 196,000 miles - Sold Orgasmatron - 2006 CLS500 90,000 miles 2002 C320 Wagon 122,000 miles 2016 AMG GTS 12,000 miles |
#13
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Do you want to borrow the cost basis order receipt from the first order confirmation of Berkshire-Hathaway shares I bought 24 years ago? Give me three minutes to dig-up the paperwork........
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#14
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Is it 1989 or is your siggy off?
If so, I'm only 10 years old and I'm going to go watch Scooby Doo instead of touting my financial prowess online.
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1981 240d - 135k - Arlene |
#15
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If you’ve held it for 5-6 years.
What’s on your previous years IRS filings? Please don’t tell me you’ve shredded those too.
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1980 300D - Veggie Burner ! |
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