Thanks for the reply. What makes this more complicated is that these shares were accumulated on an ESPP plan that is from a Canadian company. They are definitely long term (more than 1 year). They started off as an ESPP plan in Canada for over 5 years, then when we moved to the USA a few years ago we withdrew in to account here in the USA. Thats why they would not know the holding period. What do we do in this case? Where do we get the information needed?
