Eric Leung

icon company Broadcom icon location Palo Alto, CA icon location Something something VMware... Something something Broadcom... Mostly about homeschooling my 2 kids.

Results 2 comments of Eric Leung

Determine parameters around legitimacy of opting out of the pro-rata approach

The wording in form 8937 is weird, and leave a lot of room for interpretation. For instance, the other 8937 specifically state the boot + target share(s) received per source...

Determine parameters around legitimacy of opting out of the pro-rata approach

Interesting, this [form 8937](https://www.marathonpetroleum.com/content/documents/Investors/Shareholder_Services/8937_-_2.pdf) has similar wording as ours, but layout very clearly the tax rule (each block, apply sec 356 / 358 : recognize gain but not loss and...