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When using per-lot approach, should lots without a cash element be listed on Form8949 at all? #146

Open hickeng opened 7 months ago

hickeng commented 7 months ago

Form 8949 instructions note it is for "Use Form 8949 to report sales and exchanges of capital assets." but all of the structure seems to be about disposition/sale... and share conversion under section 356 mergers are not counted as dispositions for the purposes of ESPP imputed income.

If a lot is 100% converted from VMW -> AVGO, should it be entered onto Form8949 at all, with a zero gain listed?