Tuesday, March 1, 2016

For getting true gain/losses after selling Adobe ESPP or RSUs

This information can be found in the eTrade in the Understanding Your Cost Basis Information for Lots Sold After section. That section can be found by going to:
  •  Employee Stock Plan Gains & Losses  (Account - > My Stock Plan -> My Account tab -> Gains & Losses) and filter for the last tax year. Expand the Sale details for the ESPP stock
    • The section: Understanding Your Cost Basis Information for Lots Sold After …. has the cost Acquisition Cost and Ordinary Income Recognized

RSU Stocks:

For the RSUs  just need to add the actual cost of the stocks at the day that was vested. It also can be found as Ordinary Income Recognized in Understanding Your Cost Basis Information for Lots Sold After section.


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