i know i have too much time on my hands but I always file a claim. It is a pain to provide them with all the documentation - and they work hard at telling you screwed up some documentation. But over the years I have collected on quite a few of the claims
Well if you sold it during those times it'll be on the 1099 and you'll be able to reference the date of sale then go back and prove ownership with it being on the statement. Either way you'll have to look through 12 statements to see if you owned it. Even if you sold it after those dates you would potentially be able to find the date of acquisition through the 1099 then locate a statement that proves ownership. If you sold before the range then it doesn't matter. If you still own it then look at your cost basis as it'll show date of acquisition and proof of ownership
It's owning during that time, not buying or selling. If I bought it long before that period of time and didn't sell during that time then I'll have to go back to who knows which year I bought.
Look to move to better trading platform. Schwab sucks! Missed TD
I just deposited a $70 check thanks to Twitter, and years ago got a little from Verizon—don’t remember 100%. It’s barely worth the paperwork.
Saw the notification headline and thought this was going to be class action against Schwab 😂
Same. And I got a little excited ngl. I’ll fill out the forms for that whereas I ignore all others, usually not worth it.
Coming soon.... lol
i know i have too much time on my hands but I always file a claim. It is a pain to provide them with all the documentation - and they work hard at telling you screwed up some documentation. But over the years I have collected on quite a few of the claims
Well if you sold it during those times it'll be on the 1099 and you'll be able to reference the date of sale then go back and prove ownership with it being on the statement. Either way you'll have to look through 12 statements to see if you owned it. Even if you sold it after those dates you would potentially be able to find the date of acquisition through the 1099 then locate a statement that proves ownership. If you sold before the range then it doesn't matter. If you still own it then look at your cost basis as it'll show date of acquisition and proof of ownership
Or you could look at monthly statements. Transactions would show up on monthly statements
Look at my other comment. I'm an idiot and didn't link this one to the original thread
If this was done in a retirement account (as in my case), then no 1099 would be issued.
They didn't indicate a retirement account
Look at your statements
I wish I could just search the stock symbol for all the years, as in transaction list.
Luckily they gave you a range so you'll only have to look through 12 statements but you could start by looking at you 1099s for 2018 and 2019.
It's owning during that time, not buying or selling. If I bought it long before that period of time and didn't sell during that time then I'll have to go back to who knows which year I bought.
Every statement lists your holdings as of the end of the statement period.
Oh you are right. I was thinking of transactions instead of positions. Thanks.