Thank you! That is what I think is accurate as well. But I should put it as acquired through an ESPP with 0% discount right @DavidD66 ?
They do purchase it for me and report as income in the year it was purchased.
Essentially after being entered with 0% discount these are treated just as regular stock with long term gains since it was all purchased at the stock price (and cost basis matches what the bank provides, which they also thought was accurate).
Thanks!
Thanks again!
