I've never used Bettermint, but I would be surprised if they don't have that information, or at least did have that information.
If not, you will need to dig through your past statements and find those transactions and record the dates and amounts. Yeah, it would be a real pain but there are only 2 years worth of transactions. I have been using Quicken for decades and it provides one source of information and the other source are the statements from the brokerage.
If you can't provide a date (with supporting documentation) as well as the amount paid, you will just end up paying ordinary income tax on the full amount of the proceeds of the sale.
If not, you will need to dig through your past statements and find those transactions and record the dates and amounts. Yeah, it would be a real pain but there are only 2 years worth of transactions. I have been using Quicken for decades and it provides one source of information and the other source are the statements from the brokerage.
If you can't provide a date (with supporting documentation) as well as the amount paid, you will just end up paying ordinary income tax on the full amount of the proceeds of the sale.
Statistics: Posted by WeakOldGuy — Thu Mar 14, 2024 6:49 pm — Replies 1 — Views 110