[TopDog]

I inherited an account that had a step up basis date of 8/20/19.  I received the account transfer on 5/19/20.  I went through the process of transferring in each lot and was able to get the transactions transferred in on 5/19/20 with a cost basis date of 8/20/19.   

I have since discovered that there were some lots that were added into the account after 8/20/19 due to dividend reinvestment that I added with a cost basis of the date of the original transaction when I think they should have been transferred with a cost basis of the transfer date (5/19/20).

Example: In inherited account: 9/4/19 - 37.187 shares of F acquired.  Transferred to the new account on 5/19/20, with a cost basis date of 9/4/19.

I would like to figure out how to change the cost basis date of this transaction from 9/14/29 to 5/19/20 since it was acquired after the 8/19/20 step up basis date.

Any ideas?  Thanks as always for your help.

[Forum Administrator]

I suggest deleting that individual transfer(s), then edit the proper dates, and re-transfer.  As part of deleting the transfer, you'll be prompted to also delete the shares in the received portfolio.  If you have add'l questions, please contact our support team directly: techsupport@investmentaccountmanager.com, or give us a call: 262-241-3990.

Matt