Questions tagged [cost-basis]
The cost-basis tag has no usage guidance.
6
questions
10
votes
2answers
37k views
How should I report my RSUs in my tax return
I had some RSUs where some amount (call it V) vested. Then tax was taken and a smaller amount (call it R) were released, which I sold.
I'm using E*Trade, and HR Block have imported my 1099-B form.
...
2
votes
2answers
2k views
ESPP cost basis and taxes
I participated in a qualified employee stock purchase plan (ESPP) and the offering period just ended. I put in $5000 and got a 15% discount on the price at the end of the offering period (no lookback ...
-1
votes
1answer
170 views
How can Cost Basis be greater than the Amount Invested?
A friend owns a mutual fund, Capital World Bond Fund CL A. He has owned it for a fairly long time, but does not know how long. It might have originally been with a different brokerage about a decade ...
9
votes
4answers
3k views
Gift house to parent then inherit it back to increase basis?
(Question for USA taxes.) Let's say that
I have one remaining parent who is quite advanced in age.
I own an investment house that has appreciated in value significantly.
I want to sell it eventually, ...
3
votes
4answers
11k views
Cost basis allocation question: GM bonds conversion to stock & warrants
So back when the 2008-2009 financial crisis was in full swing, I bought some GM bonds at depressed prices. These have now been converted to stock and warrants in the new GM company; a while back I ...
2
votes
2answers
550 views
Have you handled a Health Savings Account on your Alabama/California/NJ state tax returns?
I'm looking at https://www.bogleheads.org/wiki/Health_savings_account#State_taxation_of_HSAs where it says "you are required to keep good records, track the state cost basis manually, and report HSA ...
