Reply To: 1099-B for partial shares from Honeywell Spin-off

Home Fairmark Forum Taxation of Investments 1099-B for partial shares from Honeywell Spin-off Reply To: 1099-B for partial shares from Honeywell Spin-off

#2420
kaneohe
Participant

I too believe the original acquisition date should be used so, depending on how your time is worth…not much for me, I would break it out separately as LT on the 8949 and make 2 bucks.

Should EQ know you held the original shares LT? If so, I would let them know they should know and why so that perhaps things could be better in the future. Just to be sure I rechecked my 1099B….similar to yours it shows a 3 day period between sale of ExpressScripts and then sale of the fractional CIL Cigna share……..but in this case, Schwab had acquisition date of 2003 so they did it right.