Investment Tax Question

Tango · Joined: 05 Feb 2008 Posts: 2

Hello! I have had Nortel stock from the Harris Direct days which was
bought out by E*Trade. Back in 2001-2 I bought Nortel over several
purchases as they were going down. I gave up on Nortel and sold the
lot in 2006. E*Trade has reported I sold 200 stocks (wrong amount)
for the right amount of money. They also did not report when I
purchased the stock or my basis. When I put in my basis it shows a
loss like is should.

My question are:
What date shoud I use for the purchase date? I'm taking a stab that
it is the last date.

Do they really look that close?

Thanks.
Tango

Archived from group: us>taxes

Phil Marti · Joined: 25 Aug 2007 Posts: 2520

"Tango" wrote:

> Hello! I have had Nortel stock from the Harris Direct days which was
> bought out by E*Trade. Back in 2001-2 I bought Nortel over several
> purchases as they were going down. I gave up on Nortel and sold the
> lot in 2006. E*Trade has reported I sold 200 stocks (wrong amount)
> for the right amount of money. They also did not report when I
> purchased the stock or my basis. When I put in my basis it shows a
> loss like is should.
>
> My question are:
> What date shoud I use for the purchase date?

"Various"

See the Schedule D instructions.

--
Phil Marti
Clarksburg, MD

Tango · Joined: 05 Feb 2008 Posts: 2

Thank you Phil.

Tango

On Tue, 05 Feb 2008 14:47:16 GMT, "Phil Marti"
wrote:

>"Tango" wrote:
>
>> Hello! I have had Nortel stock from the Harris Direct days which was
>> bought out by E*Trade. Back in 2001-2 I bought Nortel over several
>> purchases as they were going down. I gave up on Nortel and sold the
>> lot in 2006. E*Trade has reported I sold 200 stocks (wrong amount)
>> for the right amount of money. They also did not report when I
>> purchased the stock or my basis. When I put in my basis it shows a
>> loss like is should.
>>
>> My question are:
>> What date shoud I use for the purchase date?
>
>"Various"
>
>See the Schedule D instructions.

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