GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

If you was two different publicly traded companies, why would you need to spread your cost basis over two companies.  The previous poster indicated that the ESPP purchases/sales involved company A and company B, and therefore, the poster could have dealt with each ESPP purchase and sale separately.  In other words, calculate the discount rate and gain/loss for company A stock, and do the same for company B stock.   

 

Additionally, there is the issue whether your sales of ESPP stock were qualified dispositions or non-qualified dispositions.  The link to the TurboTax article below has some examples of each type of disposition as well as some other information which you might find helpful.

 

Employee Stock Purchase Plans

 

@tek4

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