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[chloe1733]

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[seattlecyclone]

I've heard horror stories of cost basis information getting lost in the transition between brokers. I wouldn't personally mess around with that to save $100 (or less) on taxes.

[neo von retorch]

I recently did an in-kind transfer of taxable investments from Betterment to Vanguard. Betterment sent me a CSV of my cost-basis information, which I sent to Vanguard through their web site message system. They recently informed me that they incorporated the information.

[tonysemail]

I recently did an in-kind transfer of taxable investments from Betterment to Vanguard. Betterment sent me a CSV of my cost-basis information, which I sent to Vanguard through their web site message system. They recently informed me that they incorporated the information.

that's great.  thanks for sharing.

but i would also pay the $100 tax and be rid of the hassle.

[neo von retorch]

Yes - considered it but in my case it was going to be a lot more than $100 in tax! So I decided this was best. For now, my asset allocation is basically correct, but not quite in the funds I want, so once these are long-term holdings, I plan to shift those holdings into my preferred funds.