JANIE GILMORE Posted March 13, 2008 Report Share Posted March 13, 2008 Client had $10,000 invested - AG EDWARD reported to her: 500 sh purchased 10-21-03, sold 4-25-07 - Cost $10,000, Proceeds $10,250, Gain of $250, said it was not being reported to IRS. 1099B for $3,975 - which was $7.95 per share, 1099DIV showed 2a. $1,835, 2b $537, 3. $4440. These came from CNL Investor Services. My question is, what is her basis in amount on 1099B? I have called them and could not get any help. Has anyone had clients involved in this merger? Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 13, 2008 Report Share Posted March 13, 2008 I have a client with the same issue. She had hers through Ameriprise. I e-mailed the Ameriprise Rep and was sent an 11 page .pdf including a method for accessing individual investors and help with the basis. I don't know how to post the .pdf here, but if you give me your e-mail address, I will send it to you. Quote Link to comment Share on other sites More sharing options...
JANIE GILMORE Posted March 13, 2008 Author Report Share Posted March 13, 2008 Thank you, maybe that will be helpful. How many pages???? My email address is [email protected]. Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 13, 2008 Report Share Posted March 13, 2008 11 pages. I just e-mailed it, so let me know if you don't get it. Quote Link to comment Share on other sites More sharing options...
grandmabee Posted March 14, 2008 Report Share Posted March 14, 2008 I have a client with the same issue. She had hers through Ameriprise. I e-mailed the Ameriprise Rep and was sent an 11 page .pdf including a method for accessing individual investors and help with the basis. I don't know how to post the .pdf here, but if you give me your e-mail address, I will send it to you. Can you send to me also? My client did not receive a 1099b only the 1099 div. her box 3 is 13,626. Thank you Email [email protected] Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 14, 2008 Report Share Posted March 14, 2008 Done. Let me know if you don't receive it. Quote Link to comment Share on other sites More sharing options...
Karen Lee Posted March 14, 2008 Report Share Posted March 14, 2008 I would like it too please. [email protected] Thanks Karen Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 14, 2008 Report Share Posted March 14, 2008 Done. Let me know if you don't receive it. Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 14, 2008 Report Share Posted March 14, 2008 Karen, I've sent it twice, and it's come back to me both times. I'll try again in the morning. Any alternate e-mail address I could try? Maybe your server doesn't like the attachment. Quote Link to comment Share on other sites More sharing options...
Karen Lee Posted March 14, 2008 Report Share Posted March 14, 2008 I'll talk to my geek squad tomorrow and see what they have to say. Thanks for the effort. I'll post here if they have any ideas. Thank you Karen Quote Link to comment Share on other sites More sharing options...
Karen Lee Posted March 14, 2008 Report Share Posted March 14, 2008 Geek squad said that their server maybe seeing the attachment as spam. They need your e-mail address to release it. So if you could give me your e-mail address... Thanks Karen Quote Link to comment Share on other sites More sharing options...
Karen Lee Posted March 14, 2008 Report Share Posted March 14, 2008 re-send to [email protected] Thank you Karen Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 14, 2008 Report Share Posted March 14, 2008 Done. Let me know if you don't receive it. Quote Link to comment Share on other sites More sharing options...
Karen Lee Posted March 14, 2008 Report Share Posted March 14, 2008 I am so [email protected] Not a good brain day... TGIF even though I have to work tomorrow Karen Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 14, 2008 Report Share Posted March 14, 2008 Done. I also fowarded the 'returned' e-mails to my computer guy for his review, so I'll let you know what he says for an FYI. Let me know if you don't get it. TGIF, I guess. I'm working all weekend, but there's still something about Saturday's and Sunday's that feels more relaxing. Quote Link to comment Share on other sites More sharing options...
income taxes Posted March 14, 2008 Report Share Posted March 14, 2008 Please somebody, I need the pdf file too. [email protected] Thanks in advance. Joan is Wi Quote Link to comment Share on other sites More sharing options...
Karen Lee Posted March 15, 2008 Report Share Posted March 15, 2008 Got it! Finally Thanks so very much...that was above and beyond Karen Quote Link to comment Share on other sites More sharing options...
jasdlm Posted March 15, 2008 Report Share Posted March 15, 2008 Joan - I sent it. Let me know if it didn't arrive. Quote Link to comment Share on other sites More sharing options...
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