HI Tom, I appreciate your response. The 1099-b was issued by Carter Validus. Here a an excerpt from the cover letter: "On 10/4/19 Carter Validus Mission Critical REIT, INC (CVREIT) merged with and into Carter Validus Mission Critical REIT II (CVREIT II) pursuant to IRC Section 368(a)(1)(A)... ((value details)). No loss can be recognized... Please refer to form 8937 available on CVREIT II's website for add'l info ... Please consult your tax advisor for the proper reporting of merger cash proceeds and irc SECTION 302 analysis." Our financial advisor said it was 'return of capital'; the $2619 was moved into another investment. Value of the REIT remains about $10k... Does this answer your questions?
