Investors & landlords

tfischer92,

 

First of all, Form 3922 is not a tax form.  It is just a informational form.  It appears you held your shares more than one year after purchase and more than two years after the grant date, i.e. the start of the period when monies were deducted from your paychecks towards the purchase.  This strongly suggests you were in a qualified ESPP plan.  To get the basis for your 5.886 shares, you should generally add the discount amount that appeared on your W-2 (often documented in box 14 and included in box 1) to your (discounted) acquisition price.  (If your ESPP plan had a lookback option, then look over

 

https://workplaceservices.fidelity.com/bin-public/070_NB_SPS_Pages/documents/dcl/shared/StockPlanSer...

 

for the calculation.)

 

OK, once you have the basis for the 5.886 shares, simply it by 5.886 to get your per share basis.  Multiplying by 5 gets your basis for the first sale and by 0.886 gets the basis for the second sale.  (If the 1099-B shows the gross proceeds add any sales commissions to the basis, too.)