Cost Basis Step Up
« on: June 07, 2016, 10:22:44 AM »
How do I step up the cost basis of shares held in a joint account after the death of a spouse?

Re: Cost Basis Step Up
« Reply #1 on: June 08, 2016, 09:02:09 AM »

Assuming the portfolio holding these issues was also being tracked in IAM, use the edit menu | transfer a security choice.  In this feature, you can change the basis to market value on date of death for the transfer process. If you have add'l questions, please contact us directly using our support email address: