ebaines,
I went back through all of the records I have, dating back to 1985, and all of the dividends and capital gains were reinvested. With just that portion of the data (~ 25 of 41 years) I show a loss for the sale.
I spoke with my dad and he does not have any of the old data; he only has tax returns going back into the 1990s.
I also spoke with the fund company, whom I had called on March 15, 2010, requesting all past annual statements. They completely dropped the ball (and without naming names - they are one of the big investment / mutual fund houses). They had record of my request; it was never executed. So they are now (!) going to compile that historical data, but it will take weeks/months to do because of how close the date is to April 15th, and because this request entails retrieving paper copies and copying/duplicating them, and then mailing them to me. Grrrrrr.
So... Since I can show a loss, with the data I have on hand, that is what I'm putting down on my taxes. I could put down the current calculated taxes owed on the extension form, and then file once I have the entire set of data (assuming the firm doesn't blow off my request again), showing a slightly lower tax owed, thus getting a slight refund (since I will have paid the higher amound with the extension form). I don't think it will be a significant delta, so I might just go with what I have now.
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