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When using per-lot approach, should lots without a cash element be listed on Form8949 at all? #146

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hickeng opened this issue Apr 3, 2024 · 0 comments
Open

When using per-lot approach, should lots without a cash element be listed on Form8949 at all? #146

hickeng opened this issue Apr 3, 2024 · 0 comments
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cpa Needs CPA - ideally description is curated such that it can be directly used as a query question Further information is requested
Milestone
CPA validation

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@hickeng
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hickeng commented Apr 3, 2024

Form 8949 instructions note it is for "Use Form 8949 to report sales and exchanges of capital assets." but all of the structure seems to be about disposition/sale... and share conversion under section 356 mergers are not counted as dispositions for the purposes of ESPP imputed income.

If a lot is 100% converted from VMW -> AVGO, should it be entered onto Form8949 at all, with a zero gain listed?
@hickeng hickeng added question Further information is requested cpa Needs CPA - ideally description is curated such that it can be directly used as a query labels Apr 3, 2024
@hickeng hickeng added this to the CPA validation milestone Apr 3, 2024
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cpa Needs CPA - ideally description is curated such that it can be directly used as a query question Further information is requested
Projects
VMware/Broadcom merger finances
Status: Todo
Milestone
CPA validation
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