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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: Bayclipper who wrote (459)1/15/1998 1:06:00 PM
From: Colin Cody  Read Replies (1) of 5810
 
The custodian should send you a 1099 showing the values on the DATE of transfer out of the IRA.
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If you wait until the restriction is lifted, presumably the VLAUE will be greater. (assuming the common stock price doesn't drop).
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The vlaue should be TVIN at the price on the day of the transfer PLUS a discounted amount for the TVI restricted shares transferred.
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When warrants expire unexercised you get a LOSS on that date, as though you sold them for $0.00. As you know an IRA does not recognize losses for tax purposes.
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Colin
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