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This is related to "What happens to public shareholders when a public stock goes private?" I am pretty sure the answer is yes, but:

If you own stock in a public company which is bought out, does it still count as a capital gain or loss? Is it essentially treated like you sold the stock at the price of the buy-out? Do you still get a 1099-B from your broker?

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does it still count as a capital gain or loss?

Yes.

Is it essentially treated like you sold the stock at the price of the buy-out?

Yes.

Do you still get a 1099-B from your broker?

Yes.

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    +1 for jumping on this softball and knocking it out of the park. Feb 7, 2013 at 19:46
  • that bit about sold the stock at the buy-out price, does the private company essentially mail you a check equal to the value of your stocks? Or the broker is responsible for this transition? What's the mechanics here?
    – jxramos
    Dec 8, 2020 at 7:03
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    @jxramos The broker handles it. Just like dividend payments, for example.
    – Craig W
    Dec 8, 2020 at 14:13
  • The broker handles it according to their rules for corporate actions, which generally are somewhat different from their rules for dividend payments. For example, there won't be any possibility of "dividend reinvestment" in case of a buy-out.
    – Ben Voigt
    Nov 29, 2023 at 17:00

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