KJM14
Level 3

Thanks for this - wish I found it before I spent a day coming to the same process.  So this is only for the stock sold for taxes.  If they then sold the remaining stock issued at/near the same time, I am thinking to follow step 1 and 2.  However in step 2 I would just change the cost basis to be the (stock issued)*(mkt value of the stock on vesting).  Is that right?

For example, they had 143 vested and 64 sold for taxes. Mkt price is $141. They sold the other 79 a couple months later.  I use the example below for the 64.  For the 79, follow step 1 but in step 2 I would go to the 'Specific Adjustments' and change the basis to 79*$141 and ignore steps 3-5.  Does that sound righ?

0 Cheers