https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/how-to-account-for-a-stock-and-cash-merger/01/639966#M27938 <P>In December of 2018, Oclaro and LITE merged in as cash and stock deal.&nbsp; Each Oclaro share was worth $5.60 in cash and .0636/share LITE.&nbsp; How do we account for this on our taxes?&nbsp; We have long and short term holdings in the stocks due to RSU's and personal stock purchases.&nbsp; What part is taxable?</P> Thu, 06 Jun 2019 08:10:44 GMT kvs 2019-06-06T08:10:44Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/how-to-account-for-a-stock-and-cash-merger/01/639966#M27938 <P>In December of 2018, Oclaro and LITE merged in as cash and stock deal.&nbsp; Each Oclaro share was worth $5.60 in cash and .0636/share LITE.&nbsp; How do we account for this on our taxes?&nbsp; We have long and short term holdings in the stocks due to RSU's and personal stock purchases.&nbsp; What part is taxable?</P> Thu, 06 Jun 2019 08:10:44 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/how-to-account-for-a-stock-and-cash-merger/01/639966#M27938 kvs 2019-06-06T08:10:44Z https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/in-this-particular-case-this-is-a-fully-taxable-proceeds/01/639971#M27939 <P>In this particular case this is a fully "taxable proceeds" situation.&nbsp; That is, you sold all your stock and received "proceeds" amounting to the sum of the cash and the fair market value of the stock received. <BR /></P><P>So you essentially treat this as an "all cash" deal.</P><P>Tom Young<BR /></P><P> <BR /></P> Thu, 06 Jun 2019 08:10:46 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/in-this-particular-case-this-is-a-fully-taxable-proceeds/01/639971#M27939 TomYoung 2019-06-06T08:10:46Z