@chefserv@Dbbaskette I'm curious what you both decided to do for the cash conversion?
I had ESPP and RSU that got converted to cash+stock. I read the form 8937. It sounds to me that we need to report the cash portion as capital gain fully without adjusting the cost that we paid to buy the ESPPs or the ordinary income that we have paid tax on when the RSUs were vested. Is this some sort of Accounting rule?
No luck with etrade customer service. They have been giving me wrong answers even for some simple questions about the supplemental form. I had to figure things out by myself...
