JMM5
Level 2

Investors & landlords

Thanks @danthedad - I agree - RSU's/ESPP/etc may not be tracked and may show up as $0.00 that need to be edited.

 

HOWEVER  - when selling equity stock options (as short sales, unrelated to employee stock), the most modern accounting practice is to represent these on 1099B as $0.00 basis, and show all proceeds as +/-$<gain> amount.   This is the behavior of most, if not all clearing firms today.    So, each and every one of these needs to be manually touched - which is a real PITA.   Imagine if you have hundreds or more of these, b/c that's your trading style..........