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Get your taxes done using TurboTax
Thanks Tom! Can any part of the merger and the stock swap help reduce the gain? Or do you believe the entire transaction is taxable at this point? For the new stock in my account, the brokerage firm is listing my current basis at just over $3. I just want to be sure if the entire transaction is taxable, that I somehow adjust my basis or record it for future tax treatment in an easily documentable way. I cannot seem to locate the form 4-S regarding the merger.
‎June 4, 2019
11:52 AM