SIGNUPABOUTBW_CONTENTSBW_+!DAILY_BRIEFINGSEARCHCONTACT_US


Strategies for Filling the Gaps

BROKERS
Ask for cost-basis data at the firm where you made the investment. Firms 
usually archive even dormant account records.

COMPANIES
The shareholder relations department can be of help, but the level of 
assistance will vary by company and how far back your request goes.

MUTUAL FUNDS
Call the shareholder service number. The last two years' records are usually 
free, but be prepared to pay after that.

TAX RETURNS
If you've reinvested dividends and distributions, you can fill in missing 
years' cost data by looking at how much income from those investments you've 
reported on past returns.

REFERENCES
Check the business section of the public library for Commerce Clearing House's 
Capital Changes Reporter, or S&P's Corporation Records, Dividend Record, and 
Daily Stock Price Record.

DATA: BUSINESS WEEK


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Updated Aug. 21, 1997 by bwwebmaster
Copyright 1997, Bloomberg L.P.
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