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Get your taxes done using TurboTax
It's possible you may have a supplemental statement from the brokerage. Another option is to look at your W-2s from the years that you acquired the shares. The amount reflected in box 14 as ESPP will be the amount included in our income for the year that would count towards your basis in the shares. This will require a little math on your part based on the number of shares acquired each year and then the resulting sale of those specific shares. It would be best to reach out to the brokerage. They should be able to supply you with all of your prior years documents including the 3922 forms. You could log into their portal and check the "Tax Documents" section and look for prior years there.
Hope this helps!
Cindy
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‎September 25, 2024
9:28 AM