Discrepency in Cost Basis Bivio to Charles Schwab
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Discrepency in Cost Basis Bivio to Charles Schwab We got 1099s from both TD Ameritrade for earlier in 2023 and the year end 2023 from Schwab. I am noticing significant discrepancy in Cost Basis with what is showing on LTCG for Schwab vs Bivio. The Schwab 1099 just came out this week. Has anyone else seen this? I am not sure how to adjust in Bivio to try to make the Net Gain match. These are for transactions where the Basis will be reported to the IRS. |
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