"step-up" cost basis

cwousn's Avatar


26 Apr, 2017 08:30 PM

Unfortunately, my spouse and co-owner (JTWROS) of our stock portfolio recently passed away. As a result, the cost basis of our stocks is stepped-up by half of the value on the date of her death. Is their any easy way to record this stepped up value?

  1. System closed this discussion on 26 Jul, 2017 08:40 PM.

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