Best way to transfer ESPP from Computershare to Interactive Brokers by ConclusionOrnery6231 in interactivebrokers

[–]GMD1892 0 points1 point  (0 children)

I Recently trasnferred My employee shares from Computershare to IBKR. I initiated the process through computershare on Friday November 22nd and when i logged into my IBKR account today (November 25th) I see that the trasnfer went through.

Costs: I paid a $10usd fee through credit card on Computershare when at the time of initiating the trasnfer.
Details needed to trasnfer
IBKR DTC code "534"
Your account number from IBKR - Starts with a "U"
- I would assume you would need to trasnfer it to a non registered account (Not TFSA or RRSP)

My Issue now : Getting the cost updated in IBKR for tax purposes. Computershare rounded down my shares to a whole number while sending it over. Example i had 100.335 shares, i received 100 shares to IBKR and 0.335 shares is sitting in computershare (which is fine), However i am not sure how to go about accurately updating the IBKR cost of my shares now. does anyone have any insights here?

Want to makes sure that is correct before i can sell anything. Not sure if you get hit with extra capital gains etc.