What Are the Cost Basis Columns?

Wen: Before you transfer it over, whenever that was earlier this year, pull up that monthly statement. On that statement, i bet that there is a cost basis column. Wen: If you want to keep some money the taxible accounts, i would try to harvest as much of the loss that i could. And then if you want to put more money in your taxable accounts going forward, fine, but you certainly wouldn't need to do it with 19 different funds.