u/Fit-Oven5636

I have owned a mutual fund in a Joint Tenancy account with my wife in California since 1992. My wife passed away in 2004 and I want to know whether I can use a 100% stepped up basis for this MF as of the date of her death. The MF was acquired with money that we jointly earned during the marriage. Since California is a community property state, I think the money invested in the MF is community property, hence I think I should be able to get a 100% stepped up basis, but I'm not sure. I have paper work for the MF account. Thanks!

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