(Total Views: 310)
Posted On: 12/02/2022 9:05:14 AM
Post# of 127624
TGA / EGY merger bullshit
Merger now treated as realized gain in my Schwab account
I noticed this week that Schwab has now listed the TGA EGY merger as a realized taxable event. Prior to this week they listed my basis in EGY as my old basis in TGA with no realized gain or loss for 2022. This week they changed that and list my cost for EGY as what it was the day of the merger.
Note
has anyone else seen this in other broker accounts
jmho
Merger now treated as realized gain in my Schwab account
I noticed this week that Schwab has now listed the TGA EGY merger as a realized taxable event. Prior to this week they listed my basis in EGY as my old basis in TGA with no realized gain or loss for 2022. This week they changed that and list my cost for EGY as what it was the day of the merger.
Note
has anyone else seen this in other broker accounts
jmho
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