Updating Cost Basis

MiEsha Buckner on

Hello,
Is there a way to update cost basis to match 1099 B? Some of the stocks purchased before we had Bivio (2018) have incorrect cost basis (lower than reported on 1099-B).
Fyi: I've tried adjusting the investment via lot . (Accoutng>Investment).

ira smilovitz on

This question should be addressed to support@bivio.com. They can look at the specific details of your situation and make recommendations.

Ira Smilovitz

On Wed, Mar 12, 2025 at 10:26 AM MiEsha Buckner via bivio.com <user*38844400001@bivio.com> wrote:

Hello,
Is there a way to update cost basis to match 1099 B? Some of the stocks purchased before we had Bivio (2018) have incorrect cost basis (lower than reported on 1099-B).
Fyi: I've tried adjusting the investment via lot . (Accoutng>Investment).

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