Help with accoutning for a Merger Sale + CVR for tax purposes.


Company I had shares of, AGTC, sold out to another company. Was given X amount of $ per share at a loss, with a CVR for more if certain drug milestones are met.

My tax form doesnt show any sales (I held everything else this year). Detailed reference info shows the merger and relevant details, as well as the total loss. But again, on the actual “official” part of the form, shows no sales. So I'm not sure if it's because it isn't reportable until the CVR's clear/expire, or if because there are options to take the loss now or delay until later, etc.

Any help appreciated!


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *