Investors and rental owners

"Maximum funds held during the year" is the maximum amount of fund you had in the account during the year. If the amount went up and down, you would enter the highest value that it reached.

 

You would have to try to get the purchase price of your assets somehow. If they were stocks, you can check the web for the historical value. If it was real estate, you can check the bill of sale, or have an appraisal done.