Thank you! Makes perfect sense. The 8937 is what I needed. Much simpler to report aggregate and recognize loss/gain. Item 4 should have equaled the proceeds-my ...

Lot 21) Trade 698 shares DG long term2) Cost Basis $10,0583) Proceeds reported on 1099B of uncovered security $24,2184) Value of exchange $16,030 ($12,215 cash,...

Lot 21) Trade 698 shares DG long term2) Cost Basis $10,0583) Proceeds reported on 1099B of uncovered security $24,2184) Value of exchange $16,030 ($12,215 cash,...

what basis do I report on Schedule D for the following Lots traded on the merger. 1) Trade 652 share DG long term2) Cost Basis $24,0003) Proceeds reported on 10...

what basis do I report on Schedule D for the following Lots traded on the merger. 1) Trade 652 share DG long term2) Cost Basis $24,0003) Proceeds reported on 10...