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@AbrahamT Actually, I just checked my Stock plan transactions supplement doc and the oldest 'acquired date' I see is September 15th 2020, but I did not live in MA in September; I moved to AZ in May of 2020, so 3-4 months before the vest date. Do I still put those from Sep 15 2020 as MA sourced?
March 21, 2023
12:15 PM