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posted Jun 4, 2019 4:26:42 PM

Moved vested employee stock options to Chareles Schwab and then to Robinhood and sold there. Robinhood doesn't have an accurate history of my stocks, how do I report?

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Level 13
Jun 4, 2019 4:26:44 PM

That information will need com from your own records, just like investors have been providing that information to the IRS for decades, long before the IRS dreamed up the concepts of "covered" and "noncovered" securities.  If the movement was direct to Schwab them they typically do know the basis of these stocks and it might even be disclosed in prior monthly or quarterly statements.  Too, employers typically provide basis information as a result of vesting, so you probably have that information buried away someplace. Look at W-2s for the years that the stock was acquired as frequently information is provided there in Box 12 or Box 14 that will tell you what you need to know.

Tom Young