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Ask Mark Taylor Your Own Question
Mark Taylor
Mark Taylor, Certified Public Accountant
Category: Capital Gains and Losses
Satisfied Customers: 1607
Experience:  Certified Public Accountant
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My mother does not have her cost basis or date of purchase

Customer Question

My mother does not have her cost basis or date of purchase for some stock she owns. What to do?
JA: I love the idea of making big money with investments, but there are so many things that could go wrong. The Accountant will be able to help you. Please tell me more, so we can help you best.
Customer: Answer the question
JA: Is there anything else the Accountant should be aware of?
Customer: no
Submitted: 1 month ago.
Category: Capital Gains and Losses
Expert:  Mark Taylor replied 1 month ago.

Hi, my name is Mark. I will be happy to help you with your questions. Does your mother know approximately when she purchased the stock?