I'm sure I'm not the only person who's run into this... I sold some Restricted Stock through Smith Barney (Stock Plan Connect) and they reported some of the lots has having a 'Various' acquisition date. I have double checked the individual trade confirmations as well as the consolidated year-end report, and nowhere does it break down the mapping of actual shares sold to the lots they originated from (by which I could work back the Vesting details from the Stock Plan Vesting and Transaction tables I downloaded).
I feel like I'm stuck. I don't know that this will change my taxes up, down, or sideways, but TurboTax wants Vesting and Grant information for each lot that fueled these "various" date RS stock sales, and I can't provide it. Should I call Smith Barney to see if they can somehow clarify these line items for me?
