My brokerage is Etrade and it gives a supplement form that has adjusted cost basis for ESPP and RSUs.
For the completion of 1099B import, I'm wondering if
1. just replace imported cost basis with "adj. cost basis" and not choose any of them as "Employee stock"
2. I have to leave the cost basis form 1099 B asis (usually 0 for RSU, and lower value than adj. cost basis for ESPP since it does not yet take in to account "ordinary income" yet), and have to enter all those information in the form 3298 / RSU vesting information.
I believe, either 1 or 2, the final calculation should be same since all those information for #2 is already took in account when the brokerage get me "adj. cost basis" for my RSU/ESPP sell.
However, I can't figure out if doing #1, not checking any of my RSU/ESPP sell as employee stock and just swap the cost basis to "adj. cost basis" is still okay.
Any advice would be welcomed. Thanks!
