Re:What I wish I knew about ESPP and RSUs sooner (2024, USA,...
by nlawalker on Monday March 18, 2024 @12:06PM
(#39746324)
Yes, I have always had the same problem with ESPP lots with TaxAct, importing data from Fidelity. Fidelity reports a non-zero but incorrect cost basis, but for some reason the importer doesn't like those line items and imports them as zero.
I've never had a problem with cost bases for RSUs, they get imported just fine.
I've never had a problem with cost bases for RSUs, they get imported just fine.