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New Member
posted Mar 30, 2023 9:27:08 AM

How to report put and call options trading, when expired, assigned, or raded in secondary market?

I sold a put option say MSFT Sept@285 and received $27 per share. It expired in Sept 2022 and I was assigned the stock at exercise price of $285.  I still have that stock.  Do I report $27 x 100 = $ 2700 as capital gain in 2022?  OR I do not report $2700 as capital gain BUT I  reduce the book value of the stock I have by $27, that is $285 - $27 = $258, and report capital gain or loss when I sell that stock?

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Intuit Alumni
Apr 6, 2023 8:55:56 AM

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