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Determine impact of eTrade selling fraction for a value not that defined in the f8937 #12

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hickeng opened this issue Feb 15, 2024 · 1 comment
Open
3 tasks

Determine impact of eTrade selling fraction for a value not that defined in the f8937 #12

hickeng opened this issue Feb 15, 2024 · 1 comment
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cpa Needs CPA - ideally description is curated such that it can be directly used as a query deduction Anything touching on deductions fraction Relating to the fractional share question Further information is requested
Milestone
Final filing with...

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@hickeng
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hickeng commented Feb 15, 2024

The amount paid for a fractional share of Broadcom Common Stock was based on the closing price of Broadcom Common Stock as reported on the NASDAQ on November 21, 2023, which was $981.20.

eTrade sold the fraction for 904.79 but f8937 specifies 981.20.

  • what consequence does "based on" have in this sentence?
  • what value should be reported in 1099?
  • can the delta between specified price and actual price be applied anywhere? Are brokerage errors deductible?
@hickeng hickeng added question Further information is requested fraction Relating to the fractional share deduction Anything touching on deductions cpa Needs CPA - ideally description is curated such that it can be directly used as a query labels Feb 15, 2024
@hickeng
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hickeng commented Mar 13, 2024

Someone with a CPA who's recording the delta as a loss: https://chat.google.com/room/AAAAcD3Lu_w/jZgX0Sqr92w/BFSmE4QCSVo?cls=10

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cpa Needs CPA - ideally description is curated such that it can be directly used as a query deduction Anything touching on deductions fraction Relating to the fractional share question Further information is requested
Projects
VMware/Broadcom merger finances
Status: Todo
Milestone
Final filing with reference material ...
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