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Personal Finance (Not Investing) • Re: Cost basis info transferring ESPP shares from ComputerShare to Fidelity

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I had shares from a former employer that went through ComputerShare as part of an NUA transaction. No cost basis came through at all, so the shares in my ultimate brokerage are non covered. You need to be prepared for that eventuality.

Statistics: Posted by Geologist — Thu Dec 05, 2024 6:36 am



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