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Investors & landlords
You treat it as purchased on the date you received it back in 2001, so it will be Long term gain.
Most de-mutualization you do have a $0 basis, and that is what yours would be unless you have information to document otherwise.
Your option is not one of the above " ESPP, NQSO, ISO, RS, RSU, Mutual Funds, and Bonds or other" so chose other, as it is a purchase.
Once you get it in the program as Long term this should minimize some of the tax impact.
‎June 5, 2019
11:52 PM