Cub3
Level 2

Get your taxes done using TurboTax

Thank you, @ReneV4 ! I'm very glad to hear that, and I'm relieved that we won't have to hunt for old W-2s and additional information to determine the actual cost basis as though it were my father filing.

Would step-up basis also apply to all normal stocks my father solely owned, not just ESPPs and RSUs?