DianeW777
Expert Alumni

Investors & landlords

If you believe the cost basis is very close to what you have recorded for each share then you should be good to go. 

 

Your W2s have the vested value included so this is your cost basis (plus any money you paid out of pocket if applicable). It is important for you to continue to track your basis with each block of stock you receive at each vesting period.

 

Keep all documentation for as long as you hold (do not sell) any vested shares. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"