mkos
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Registered: Feb 2004
Local time: 11:44 AM
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Posts: 9
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My parents had joint accounts within their brokerage firms. When my father passed away (2002), we gave the brokerage a death certificate and they put the accounts solely in my mother's name. When we get the 1099's, is half of the cost-basis information automatically "stepped-up" to ther point of my father's death, or do I have to calculate it manually.
I appreciate any assistance.
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