Thank you for the helpful info. I have three sources of the LU - ALU shares. 1) Straight Broker Purchase, 2) Non-qualified LU options, and 3) ESPP. The NQ options were mixed with the straight Broker Purchase after NOK merger. I have all purchase and NQ option records, but does does the stock mix matter ? Any way to carry-forward /credit tax on original option purchase based on grant to market value ? Or is my loss only based on grant value now ? Is there any help in TT premier with ESPP several purchases in a time period ?
