Closing a brokerage account - what would you be sure to have? (accounts, balance)

[InvestorWithQuestions]

I and my wife have several taxable and retirement accounts that have zero balances now after moving the money / assets to other accounts over the years.

Any advice on what documents / info I want to download from the brokerage firm before asking them to close the accounts / remove them from the list of accounts I see when I log in?

There IS an audit trail in quicken - this traditional IRA was converted to that Roth IRA, this taxable account's assets were moved to that taxable account, etc.

Of course I have the 1099Bs for each year. And the IRA conversion pages they send out at the end of the year.

I think of other accounts I've had - Schwab, etc. taxable and retirement accounts - moved from company to company. Those are closed now. Not sure what more I have from those accounts. So I guess it's a similar thing.

They only keep 7? years of history anyway. So even if not closed / it's still active, I can't show a monthly statement from 10 years ago if the IRS comes asking about something.

[StealthRabbit]

Brokerage should be able to perform a final 'sweep' to close all non activity accts.
This would be the last year they would issue you a 1099 (likely consolidated)

[Snackmaster]

I'd want a final set of statements showing that the accounts are closed so they can't come back at you with any fees.

[GWoodle]

Only records I can see is when some transactions took place. Moving IRA into the Roth would establish tax value base for the Roth. Any transactions before that in the IRA become moot.

Tax records for audit only go back 6 years. Items closed 10 years or more ago become moot.

If you have online account with personal information could be a concern if someone hacked into the account. Good reason to close the old accounts.

[rjm1cc]

To verify capital gains you would want a copy of the original purchase confirm.
My guess is a monthly statement showing the cost of the shares would also work.