cibarite
New Member

How do I adjust my qualifying ESPP sale from my former employer where the stock was a REIT and I need to adjust cost basis to reflect non-dividend distributions?

My former employer was a REIT and I received non-dividend distributions during the holding period.  I have these totals per share/stock lot, but also want to make sure that I should also back out the stock discount in the cost basis since I'll pay ordinary income on it.