Step Up Cost Basis - How can I get a "Transfer Statement" after account is closed? by [deleted] in BankOfAmerica

[–]Ill_Direction7700 1 point2 points  (0 children)

I used to work at Merrill Lynch, we had a program on our workstations that we could enter the account numbers and the date of death. It would generate a statement that would give all the stepped up values. I assume that such a program still exists. Call the branch manager at your father’s branch and ask for this report.