mitchokshi
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Realized the ~21 are part of match what employer offers while purchasing the shares. So, one row is for the shares purchased and smaller quantity in the other r...
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Hi,I went back to 2021/22 transactions. Surprisinglythe cost basis on the 51+ comes to $6227 and not $7164 even in the older transactions in detailed statement ...
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Yes, I get that and it is also long term with basis not reported. Question is how should I calculate the cost basis for missing row (21.4804 shares)?
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Thanks for the response. This is how the entries on 1099 B and actual transactions looks like:Form 1099 B:Applicable checkbox on Form 8949DescriptionDate acquir...
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- Posted Re: 1099 B on the same date has one row with 'Check if Basis Reported to IRS' and 'Check if non-c... on State tax filing. April 13, 2025 12:16 PM
- Posted Re: 1099 B on the same date has one row with 'Check if Basis Reported to IRS' and 'Check if non-c... on State tax filing. April 12, 2025 7:24 PM
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- Posted Re: 1099 B on the same date has one row with 'Check if Basis Reported to IRS' and 'Check if non-c... on State tax filing. April 6, 2025 6:18 AM
- Posted Re: 1099 B on the same date has one row with 'Check if Basis Reported to IRS' and 'Check if non-c... on State tax filing. April 5, 2025 5:20 PM
- Posted 1099 B on the same date has one row with 'Check if Basis Reported to IRS' and 'Check if non-covered security'. How to calculate cost basis for non-covered security? on State tax filing. March 30, 2025 1:22 PM
- Cheered Re: I want to do mega Roth back door conversion offered by my employer. My spouse has traditional IRA & SEPA accounts. Do I have to convert my spouse account to Roth IRA? for Bsch4477. January 18, 2025 5:15 AM
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- Posted I want to do mega Roth back door conversion offered by my employer. My spouse has traditional IRA & SEPA accounts. Do I have to convert my spouse account to Roth IRA? on Retirement tax questions. January 16, 2025 5:17 PM