how may i get the cost basis of an SEP and Income Fund I disposed in 2017

EGS1
Contributor

How may i get the cost basis of an SEP and Income Fund I disposed in 2017. Received a $13,100 proposed charge from the IRS. Made an appointment to speak to an IRS agent. Got almost zero information, except "get the cost basis." Never received a 1099-b but apparently the IRS did.  All took me by comlete surprise.  Trying to get to speak with someone in investments is an exercise in holding and I don't know what company I am talking with.


Most Helpful

@EGS1, So sorry to hear of your frustration. I am forwarding your post to a subject matter expert in that area now. Thank you ~Tom

View solution in original post

2 REPLIES

@EGS1, So sorry to hear of your frustration. I am forwarding your post to a subject matter expert in that area now. Thank you ~Tom

View solution in original post

Where/how will the expert reply to the message you forwarded? And thanks again for your assistance.