NatsFan11
Returning Member

Investors & landlords

This is very helpful, thank you! I can see from my account history what day the shares vested, so I will research the values as of that day. When I sold, I sold FIFO, so it seems like I could just calculate the cost basis by taking the oldest/first shares that vested, up to the number of shares that were ultimately sold, correct?

 

Do I need to show any of this calculation when I file, or just be able to produce it upon request?