had to fix-up cost-basis/tax-lot info on brokerage - coming out of moomoo to etrade. As planned - kept lot/cost basis info prior to sending to moomoo. Also, moomoo - sent excel sheet of cost/lot info upon requesting (twice). ACATS out of moomoo to etrade, obviously some positions didn’t get any cost basis info even after 4 months and multiple requests (let alone avg cost basis). eTrade has cost-basis/tax-lot dept — who promptly fixed the issue - after i shared the data (took 3 days).
In essence, you be on your own/careful to save tax-lot info prior to ACATS (esp to/from non-major brokerage shops). Most importantly- the onus is upon you to save/maintain cost basis of your executed orders - if you bought any positions while your account is in that small shop!!
In essence, you be on your own/careful to save tax-lot info prior to ACATS (esp to/from non-major brokerage shops). Most importantly- the onus is upon you to save/maintain cost basis of your executed orders - if you bought any positions while your account is in that small shop!!
Statistics: Posted by sc9182 — Wed Sep 25, 2024 8:32 pm