Cost Basis of your investments and funds

Students:

Individuals:

Advisors/Professionals:

Cost basis

https://www.ameriprise.com/financial-goals-priorities/taxes/cost-basis-reporting

https://www.irs.gov/faqs/capital-gains-losses-and-sale-of-home/mutual-funds-costs-distributions-etc/mutual-funds-costs-distributions-etc-1

https://www.investopedia.com/articles/05/taxlots.asp

https://www.fidelity.com/webcontent/ap002390-mlo-content/20.01/help/learn_trading_specific_shares.shtml

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