u/RudeAd5133

▲ 5 r/etrade

Are we screwed?

So here's the timeline:

  1. Wife gets about 900 ESPP shares from employer from about 2003 to 2009. E-Trade was the company's brokerage at the time
  2. At some point (let's call it 2010 for sake of argument) employer changed brokerage to Fidelity. When they transferred everything over, E-Trade did not report the cost basis of the shares. Just found this out.

I sincerely doubt we have any of the paperwork from back then.

Any thoughts on how helpful ETrade is gonna be on this?

reddit.com
u/RudeAd5133 — 8 days ago