I'm consolidating some tax holdings for my FIL and getting access to some accounts is a PIA. In particular, I'm moving some stock from computershare to fidelity. When the stock was held by computershare for part of the year and by fidelity for part of the year, will he get tax statements from both companies? I'm hoping it would just be from the newer holder, but I suspect I'm much too optimistic.
Statistics: Posted by rasputin — Sun Aug 18, 2024 11:34 pm — Replies 2 — Views 352