Skip to content

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

@hickeng

Description

@hickeng

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?

Metadata

Metadata

Assignees

No one assigned

    Labels

    cpaNeeds CPA - ideally description is curated such that it can be directly used as a queryquestionFurther information is requested

    Projects

    Status

    Todo

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions