OGN SpinOff Not Rptd

Kathy Edwards on

Merck did a spinoff of OGN w cash in lieu of fractional shares. BIVIO entry is rptg it as LTCG SCHWAB is listing on 1099 but not rptg to IRS. Very few shares so little impact to #s but creates a mismatch between Bivio n Schwab. Anyone else note the same?

Kevin Gillogly on

Our club had the same problem. Send an email to support@bivio.com They will help you to get the cost basis to match and then have a correct IRS filing.

Kevin Gillogly

On Sat, Mar 12, 2022, 8:32 AM Kathy Edwards via bivio.com <user*19515700001@bivio.com> wrote:

Merck did a spinoff of OGN w cash in lieu of fractional shares. BIVIO entry is rptg it as LTCG SCHWAB is listing on 1099 but not rptg to IRS. Very few shares so little impact to #s but creates a mismatch between Bivio n Schwab. Anyone else note the same?

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