Thank you! That is very helpful.
@AmyC can you answer a short follow up on your answer?
For the price I paid, should I put in 85% of share price, or the amount I paid divided by shares I received? They are slightly different (I believe due to rounding on purchase) based on my account statement. I am planning to go with the actual amount paid since that seems more accurate.
85% of share price is always less than the actual amount I paid when calculating based on shares received versus amount paid. For example,
| 85% of share price | Actual price paid / shares received |
| 64.28465 | 65.7318142 |
| 65.14825 | 66.60746004 |
And then I do need to enter a separate line on my taxes for each date I purchased shares. So if I have done this biweekly for the last 4 years, one line for each date?
Very manual haha!
