johnparillo
Returning Member

Incorrect Book Value in T5008 - How to report missing amount?

Hi all,

 

If I have an incorrect amount in my T5008 and my broker confirmed to me they cannot amend it (to generate a new T5008)... am I able to attach documents with TurboTax to support the correct amount instead what's indicated in the T5008?

 

Here's my current context:

 

In 2014, I have transferred 598 shares of a security to my current broker (TD Direct Investing). My book cost basis value was $14 000 when I invested with my old broker (SunLife).

 

In 2020, I bought 202 additional shares of this security, for $16 000.

 

My total book cost is $14 000 + $16 000 = $30 000

 

In 2021, I sold all my 800 shares.

 

The T5008 that was generated by TD Direct Investing states for this security a book value of only $16 000 for the 800 shares I have sold. TD Direct Investing somehow never have received the prior book value for the 598 shares I have transferred back in 2014. I'm expecting for my book value to be $30 000.

 

What do I do in this situation? With TurboTax, can I attach documents to provide proof to claim my book value is indeed $30 000 instead of $16 000?

 

Thanks in advanced for your help.

John