Investors & landlords

The typical employer stock incentive program - RSU, ISO, ESPP, NQSO, etc. - involves a discount of some sort.  Your employer's plan apparently had no overt discount so there's no need to use any of the employer stock "guide me step by step" interviews.  You are reporting the sale of plain-vanilla stock, stock that's no different that a stock you purchased through your broker.

You do have to provide additional info, obviously, but you enter your basis adjustment as a simple "lump sum"; there's no need to provide any lot level detail.  Of course for your own purposes and your own protection, should the IRS ever ask, you do want to have that granular lot level detail.  You staple this information to the paper copy of your "as filed" income tax return that you keep in a safe place.

Tom Young

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