
Anonymous
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Get your taxes done using TurboTax
Thanks for the response. There was no taxable event as a result of the merger. I think what you are saying is to calculate a cost basis prior to the merger, and again after the merger and add them together and subtract them from the sale proceeds? That was how I was planning to do it. What I really want to do is harvest CG here. I want to sell all of the shares and turn right around and buy them back. The overall sale will result in a profit, but a FEW of the shares are going to be more than the sale price. I don't want to sell all this and then find out the IRS considers it a wash-sale because not all shares were sold for a profit.
‎November 15, 2022
2:27 PM