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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..........
‎February 25, 2024
8:11 AM