@Mike9241
it sounds like that’s what the taxpayer did. It sounded to me like they started out with half the house and half the stocks, and then there was an adjustment so the taxpayer ended up with the whole house and less stock. But it also sounds like the house still has a mortgage, so they only got half the equity, and now the taxpayer has to refinance in their own name, or pay off the mortgage by selling the stock, in order to get the spouse off the mortgage.
But how the number of shares they received was determined isn’t really important. What the taxpayer needs to know is the basis of the shares they received.
