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Express Scripts/Cigna merger
Has anyone figured out how to correctly input the merger
into the Bivio tax system for it to account for the merger
properly? There should be capital gains on the cash part of
the merger, I think, that is not coming up on my tax
forms...
FYI Per CVS Investor Relations:

The entire transaction (cash and stock) is a taxable transaction for U.S. federal income tax purposes because the stock received in the Merger is not a large enough portion of the Merger Consideration to permit qualification for tax-free treatment. For this purpose, a taxable transaction is one in which both the stock component of the merger consideration and the cash component of the merger consideration are treated as taxable proceeds.

On Thu, Feb 28, 2019 at 10:25 AM Lynn House via bivio.com <user*13630300001@bivio.com> wrote:
Has anyone figured out how to correctly input the merger
into the Bivio tax system for it to account for the merger
properly? There should be capital gains on the cash part of
the merger, I think, that is not coming up on my tax
forms...
Please disregard. I was referencing the Aetna-CVS merger.

On Thu, Feb 28, 2019 at 2:15 PM Ingrid Bauer <ingridb0000@gmail.com> wrote:
FYI Per CVS Investor Relations:

The entire transaction (cash and stock) is a taxable transaction for U.S. federal income tax purposes because the stock received in the Merger is not a large enough portion of the Merger Consideration to permit qualification for tax-free treatment. For this purpose, a taxable transaction is one in which both the stock component of the merger consideration and the cash component of the merger consideration are treated as taxable proceeds.

On Thu, Feb 28, 2019 at 10:25 AM Lynn House via bivio.com <user*13630300001@bivio.com> wrote:
Has anyone figured out how to correctly input the merger
into the Bivio tax system for it to account for the merger
properly? There should be capital gains on the cash part of
the merger, I think, that is not coming up on my tax
forms...