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Investors & landlords
Hi @TomYoung - If I entered the cost basis based on what's reported on my 1099-B, do I still need to click on the "I'll enter additional info on my own" button to enter the "corrected cost basis"? Is the cost basis that's reported on my 1099-B not the correct cost basis?
If I do have to calculate the correct cost basis myself, how should I determine the per share basis for each lot? I have multiple lots of RSUs with different numbers of shares that vested at different times, which means the compensation of each lot would be different. However, the W-2 only reports the RSU compensation as a lump sum for the year (in box 14). Can I just pro-rate the RSU compensation amount for each lot?
If I do have to calculate the correct cost basis myself, how should I determine the per share basis for each lot? I have multiple lots of RSUs with different numbers of shares that vested at different times, which means the compensation of each lot would be different. However, the W-2 only reports the RSU compensation as a lump sum for the year (in box 14). Can I just pro-rate the RSU compensation amount for each lot?
‎June 4, 2019
1:57 PM