Same. Did you figure this out?
I think this page makes more sense than Merriman, results in same gain/loss numbers but different basis in new stock: https://s21.q4cdn.com/[removed]/files/doc_downloads/docs/merger_tax_consequences.pdf
But my current question is how to enter in TurboTax. Do I reverse engineer an adjusted basis that results in correct gain/loss or is there a cleaner way to adjust the gain/loss directly?
Etrade statement shows a basis that results in correct gain for some long held ESPP stocks. But just has a footnote that says we don’t know how to figure basis for RSU stocks. These we paid tax on as part of income in years long past and have 3922 to document. I can figure out adjusted total basis on whole transaction per the linked pdf but now just don’t know how to enter correctly in TurboTax — and in particular what to do to zero out ones that are losses.
