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Cost Basis and Acquisition Dates Aren't Importing

After importing stock information from a financial institution, you notice that the cost basis and acquisition date failed to import into TurboTax.

Possible Cause

The information may not be available for import. Here are some possible reasons why this data doesn't exist:

  • The stock was transferred from a different brokerage;
  • The stock is for a company that no longer exists;
  • The stock's trade company cutoff date has been reached; or
  • It's a gift stock that was originally purchased using a different account.

In these situations, you'll need to determine the cost basis and manually enter the dates on your Form Schedule D (Capital Gains and Losses).


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