Good Point
Details
x was private equity......1/2 cash and 1/2 stock deal
I received cash and paid tax on the cash distribution for 1/2 the x stock because it was a cash distribution
the other 1/2 the x stock went to Y stock which is a publicly traded equity (there was an IPO in here too) where I have an agreement saying I "purchased it on March x, 2021". The stock did end up with a transfer agent in 2021 with my tax number, no 1099 was issued and the shares were restricted because of the holding period.
I asked the basis price and I was given the $20 mark.
Holding period expired and I sold at alot less then the acquisition price
