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Well, you'll have to look up the transaction to see what the merger was all about.
You should have received information on the merger & how to account for the transaction, but that would have been over a year ago now. You may have tossed it or if you keep files on the securities you own, possibly you placed the material with that information.
I can help you if you wish, but you will have to track down some information on the securities that were merged and what the cost basis was. If this shows gross proceeds of $61,500., you may have some taxes to pay.
You can scan what you have and send it along of you can start off by giving me the name of the securities involved and any other information you have. You'll probably have to track down your January, 2015 Securities Statement which may have more information.
Do you prepare your own tax return or do you use a Tax Preparer or a CPA or EA?
So, you should be holding 800 shares of CU or perhaps they were sold in you have a 1099B?
I've found the Medtronic SEC filing & I'm checking it out;
Does the 1099B show that you sold 800 shares of CU for $61,500?
For Medtronic, Inc. shareholders, the structure of the transaction required the exchange of your Medtronic, Inc. common stock for new Medtronic plc ordinary shares, as well as the payment of cash in lieu of fractional Medtronic plc ordinary shares (the discussion throughout this document generally assumes you do not hold fractional shares; see question 5 under “Share Exchange” above, and question 19 below, for more information on fractional shares). Accordingly, for U.S. shareholders that held common stock in Medtronic, Inc. at the time of the closing, this will be considered a taxable transaction for U.S. federal income tax purposes.
For you, the exchange was for old & new Medtronic. Since it involved a merger with an Irish Company, the transaction is taxable for US Shareholders.
So, you must determine what your tax basis was in the old Medtronic that was in your Securities Account before the merger with Covidien.
Next, we have to determine what you are still holding in the Account; ie if you still have 800 shares of the new Medtronic.
Then I can tell you want needs to be reported.
Do you have any additional follow-up questions?
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Thanks very much,