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Investors & landlords
One entry for the whole and fractional shares is fine. For purposes of the reporting on this form it is not necessary to differentiate between the shares that went to withholding and the fraction that was refunded to you.
As you've indicated, you will list the proceeds and cost basis showing the same value. You will also indicate that this transaction is not reported on form 1099-B.
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‎February 16, 2024
5:52 PM