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Investors & landlords
I think Roger is correct, that you don't *have* to do anything outside of your W2. But if you wish to have a clear record of the cost basis for the unsold shares, say for your estate should you die, you would then report the sale on your Schedule D column E. An executor can get this information but it is time consuming and difficult and is compounded should you ever change brokers.
May 31, 2019
4:48 PM