CMNY
Returning Member

Get your taxes done using TurboTax

Thanks @ShirlynW . I think the biggest issue is that these shares were preferred shares acquired as part of a corporate action in 2021. The actual shares that triggered the dividend were sold in 2021, and the preferred shares were sold in 2022. The preferred shares are showing a zero cost basis, so the entire proceeds would be gains in this case. I guess that sounds correct to me, but I just wanted to make sure I wasn't missing anything or creating any red flags.