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?
For what it's worth, I called the "Questions call: [phone number removed]" number on my Smith Barney 1099-B and spoke to a very helpful person worked with me to break down all of the "VARIOUS" entries into their individual lots. They also provided me with Cost Basis per share for the acquisitions and the Market Value on the day of sale. Feeling much more empowered to do my taxes. I suggested they add this level of detail to their trade confirmations, because I was unable to get this information from the standard trade confirmation letters they had archived in my account.
For what it's worth, I called the "Questions call: [phone number removed]" number on my Smith Barney 1099-B and spoke to a very helpful person worked with me to break down all of the "VARIOUS" entries into their individual lots. They also provided me with Cost Basis per share for the acquisitions and the Market Value on the day of sale. Feeling much more empowered to do my taxes. I suggested they add this level of detail to their trade confirmations, because I was unable to get this information from the standard trade confirmation letters they had archived in my account.