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Selling stock question.
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<blockquote data-quote="dillweed" data-source="post: 685983" data-attributes="member: 5938"><p>Don't fear the sale! I needed some cash a few years ago and sold some. </p><p>There's a phone # on your statements. Call it and they will patiently walk you through the deal. They will even explain it again if you need to call back. I had to call twice to get it right. </p><p> </p><p>You'll have to transfer from class A to class B or the other way around, I forget. Then there's a separate deal for selling the shares. It seems hellishly complicated at first but again, they will help you along.</p><p> </p><p>Be sure to make hard copies of everything, including price you paid and the dates. That history is on the website. When you do taxes next year you'll need all that info to indicate gain or loss. If you have trouble with that, call them! </p><p> </p><p>No shame in not knowing how to do this or exactly what you have. Most of us are pkg handlers, not accountants. Just use that number, let them help you and use your money as you need. dw</p></blockquote><p></p>
[QUOTE="dillweed, post: 685983, member: 5938"] Don't fear the sale! I needed some cash a few years ago and sold some. There's a phone # on your statements. Call it and they will patiently walk you through the deal. They will even explain it again if you need to call back. I had to call twice to get it right. You'll have to transfer from class A to class B or the other way around, I forget. Then there's a separate deal for selling the shares. It seems hellishly complicated at first but again, they will help you along. Be sure to make hard copies of everything, including price you paid and the dates. That history is on the website. When you do taxes next year you'll need all that info to indicate gain or loss. If you have trouble with that, call them! No shame in not knowing how to do this or exactly what you have. Most of us are pkg handlers, not accountants. Just use that number, let them help you and use your money as you need. dw [/QUOTE]
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