both accounts were taxable. Contacted E-trade - they say the form is confusing because the stocks were held in a US based employer that was merged or acquired - ticker symbols changed. So their response is - consult a tax professional to figure it out - we can't help you. They do reference 60 shares of stock in a Long term noncovered securities category, without a cost basis defined - and then the fine print say these are not subject to IRS cost basis reporting regulations.
Think I may need to file an extension to get a professional to look into it for me - no issues with the 20 other forms we received, just this one.
