Are you sure the detail isn't in the brokerage statement? It is in mine (Vanguard). If not, use your regular statements. You should be able to reconcile the regular statements to the tax doc. There may be legit differences but they are reconcilable. This is the first thing I do before I even start my return.
Statistics: Posted by jebmke — Fri May 10, 2024 9:06 am — Replies 2 — Views 59