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Get your taxes done using TurboTax
Thanks. However, in my case, it was one stock option grant, say 1000 shares, so identical cost base for the 1000 shares. I just exercised, say 100 shares at a time. My understanding from your answer, is that even the same cost base, being all short term covered without any adjustment, I still need to report one exercise at a time.
Am I right, for ordinary stock sale, you are still allowed to summarize all transactions under one category such as short-term covered without need for adjustment - without having to report individual sales separately, correct?
‎February 22, 2022
10:21 AM