DianeW777
Expert Alumni

Investors & landlords

No, it should not have been reported on your 2021 tax return because the company reorganized and provided you with the stocks and warrants.

  • If a transaction qualifies as a 'reorganization,' it is generally tax free both to the shareholders and to the corporation. This means you would not report the exchange after the reorganization in 2021.

Your holding period should begin on the day you actually purchased the stock.  Change the acquired date when you enter your transaction in TurboTax which will show and report the correct holding period for capital gain treatment, assuming there is a gain.

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