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stevepaa's Avatar
 
Join Date: Dec 2004
Location: san jose
Posts: 4,982
doing my taxes

I could not figure out why the number of shares reported by my broker did not match my calculations. I had to go back to 2003 when the fund divided the shares into class A and class B, but did not give equivalent shares. They converted 1421B shares to 1327A. Then when I sold the 1327A I did not subtract 1421 shares from my summary, only subtracted 1327 as if they were B shares and also figured my capital loss incorrectly. Now am finally coming forward. I wish these fund mangers would quit fooling around.

Old 01-27-2007, 07:27 PM
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GettinHeadStuds's Avatar
 
Join Date: Jun 2004
Location: Colorado
Posts: 850
It seems brokers and broker statements are on my annoyance list every tax season.

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Old 01-27-2007, 10:40 PM
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