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What date to use after years of mergers splits and spin offs!
I show non covered capital gains from a stock that I originally purchased in 2001.
Here is the history:
2001 purchased shares in compaQ
2002 HWL bought Q became HPQ
2015 HPQ spun off HPE (then HPQ name change to HP)
2017 HPE spun off DXC
2017 HPE spun off 2 step seattle spin co / micro focus
2021 DXC spun of Perspecta -
2021 Perspecta = private company my 1099B shows in with no cost basis.
I have done all the figuring I can do do arrive at a cost basis after each corporate action for each stock.
Thought I was done.... but the Acquisition date is stumping me.
In my mind, it cannot be - as it was not - "various", it seems that it would either be the ORIGINAL purchase date,
or the last spin off date. (which would have been covered and listed as 0 as it was after 2011)
If anyone has the exact IRS code for this I would love to see that!
HP Alumni website was invaluable, but I don't recall anything about what acquisition date to use!
Thank you Thank you!