RobertB4444
Expert Alumni

Get your taxes done using TurboTax

Your basis for the 2023 sale was X.  That was your value when you sold it.  The Y earning should be reported in box 1 or 2 and they are taxed there and then paid out to you.  Based on your example it looks like they paid you exactly what you paid in initially for your shares (X) so there should be no gain or loss on the sale.

 

@Tom in Raleigh 

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