My parents, saving for college many (20+?) years ago, purchased some Evergreen mutual funds for each of their children. I believe the accounts were established in the children's names.
Thanks to some scholarships and working for the school, I graduated with about $3500 left in that account.
The account has changed brokers (Wachovia?, First Union, Wells Fargo), and each time the investments in the portfolio would be converted to the acquiring bank's equivalent fund.
Fast forward to 2013--the account has increased in value (through dividend reinvestment and appreciation) to about $6500.
I sold the mutual funds to finance construction of our new home. I received a form 1099-B from Wells Fargo detailing the basis of $142 in dividends reinvested while they held the account. They also sent a 1099-B basically saying "we don't know your basis for the principal, we just know you sold it for $6300".
How can I determine my basis for this gift of mutual funds?