My previous employer awarded RSUs up until I retired in 2017. I never did anything with them as they still needed to vest. The company was bought/merged with another company in 2018 and I believe all the outstanding RSUs were fully vested in 2019 under the new company. At that time I owned 172 shares (9 different CUSIP numbers from 2016 to 2019)) of the new company. I sold all the shares in Dec 2020. The tax info I received says the cost basis on this statement has not been adjusted to include the ordinary income component.
Do I simply add the Box 1 info from the 2020 W-2 to the overall cost basis on the 1099? Ex. $1000.00 cost basis plus $250.00 on the W-2 makes my cost basis $1250.00?
Or do I need to determine the ordinary income from the previous year's W-2s and add them to each year that's listed on the 1099B? Ex . 3/16 - cost basis is 125.00 and the 2016 W2 shows $5.00 which would make my cost basis 130.00?
Or is there another method?
Thanks.
