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April 13, 2023
Question

I sold stock in 2022 that was acquired because stock I owned split. Not sure how to answer the question "Did you buy every investment listed on your 1099-B?"

  • April 13, 2023
  • 1 reply
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I did buy the stock that split as part of an ESPP, but technically did not buy the stock I sold.  I'm not sure how to answer this question.

Thanks

1 reply

April 13, 2023

Answer the question with a Yes.  If you purchased the original shares, then any additional shares you received as a result of a split still count as being purchased by you.  The only thing that changes as a result of a split is your per-share cost basis.  

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