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      02-14-2013, 04:12 PM   #5
badazzm
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Quote:
Originally Posted by SG_E92 View Post
Hey thanks a bunch for the reply I really appreciate it. So the day the 20 shares vested it was worth 58.90x20=$1178. 7 of the 20 shares were taken out to cover the taxes at the time it vested. I sold the remaining 13 shares two days after it vested at 58.61x13 = $761-19(fees)=742(box 2a). So I am correct in putting $1178 in Box 3 for my Basis? Also do you know by any chance if I have to file an 8949 http://www.irs.gov/pub/irs-pdf/f8949.pdf ?
Yes sir. $1178 is correct. 8949 is the new D-1 schedule form. Stock description automatically flows onto 8949, you don't have to specially fill it out. Make sure to check box A or B if your basis was reported on 1099-B or not.
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