Reply To: Employee stock options NQSO or ISO after splits

Home Fairmark Forum Taxation of Investments Employee stock options NQSO or ISO after splits Reply To: Employee stock options NQSO or ISO after splits

#56281
miamicuse
Participant

Thank you, I will request a new 1099 and see if they can do it correctly this time.

One other question, if my original shares were exercised in say 2008, then the stock split in 2011 and 2015. Does it mean I have three lots of this stock each having different “purchase/open” dates or is the open date for everything the original exercise date? I understand the date doesn’t matter in this case due to the length of time they are all long term gains, but it would be nice to know which date to use for the splitted shares.