GeorgeM777
Expert Alumni

Investors & landlords

Use after split values for the shares you sold.   If your 1099-B does not reflect post split values, and you entered the 1099-B as is, you will have to make adjustments on Form 8949 and Schedule D to reflect what happened post split.  You are correct in that the gain/loss amount will not change as long as the amounts used are consistent; however, the post split amounts represent a more true reflection of what happened.

 

Using the same analysis, in the ISO Exercise and Hold section, you probably should also include the post split amounts.  

 

@bcqa33

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