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I sold stock, received my 1099B, need to report sale as term
I sold stock, received my 1099B, need to report sale as long term but am unable to locate history of my employee stock purchase. On form 8949 Part 2 column e asks for cost or other basis. If I do ‘t K… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
6,014 satisfied customers
A client of mine has code V on her W2 for exercising
A client of mine has code V on her W2 for exercising statutory stock options. That means the taxes have been withheld from payroll and are on her W2. Now as long as she has not sold the stocks there i… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
6,014 satisfied customers
Robin. I received some "restricted stock unit" distributions
Hi Robin. I received some "restricted stock unit" distributions from my employer last year for which I received a 1099B. The 1099B only shows the quantity of shares, date sold, gross proceeds and cost… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,378 satisfied customers
I sold some restricted stock which my company took out taxes
i sold some restricted stock which my company took out taxes on and added the proceeds to my annual income and the taxes to my W2. … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,378 satisfied customers
I received a letter from the IRS regarding $ I supposedly
i received a letter from the IRS regarding $ I supposedly owe them for not reporting "Securities" my company stock plan i sold stocks in 2015 … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,378 satisfied customers
We just received a secondary 1099B from E*TRADE for the
We just received a secondary 1099B from E*TRADE for the "merger" portion of my husbands' Baxter International LLC stock in 2016 which I already thought was included on our current Wells Fargo 1099B fo… read more
ABC Accounting Group
ABC Accounting Group
Bachelor's Degree
1,930 satisfied customers
I have a question about regarding 1099-. I'm trying to
I have a question about regarding 1099-B. I'm trying to complete my taxes for the tax extension that's due today. I have a statement from Scottrade, my old investment broker. I'm trying to figure out … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
29,926 satisfied customers
I exercised some stock options in January 2014. My employer
I exercised some stock options in January 2014. My employer included them in my compensation on my W2. I also received a 1099-B from the brokerage house that processed the sale. How do I deal with the… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I received a 1099-S form that was sale of my parents
I received a 1099-S form that was for the sale of my parents home that my brother and I received as an inheritance. My gross proceeds were $29,750 which was for 1/2 interest in my parents home. My bro… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,378 satisfied customers
There are many transactions on a Form 1099B and they are
There are many transactions on a Form 1099B and they are under the box 1 where the tax basis IS reported to the IRS. Since the basis is reported to the IRS, on Form 8949, can I just have one line item… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,655 satisfied customers
I receive about 30 grand a year in inheritance income. (parents
I receive about 30 grand a year in inheritance income. (parents still alive.) Is this income taxable to me? I get most of it through a monthly deposit into a brokerage account. Should the brokerage be… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I was retired for all of 2013. I exercised NQSOs in 2013 that
I was retired for all of 2013. I exercised NQSOs in 2013 that had federal tax withheld. My former employer will not issue a W2 as I am no longer an employee (I called). Do I enter the income from the … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
we recived stock options, when the muature, 85,000 was the
we recived stock options, when the muature, 85,000 was the 1099, ubs took 75,000 dollars to cover taxes and fee,s since the taxes have all been paid, do we need to file any of this in a sch d.… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,448 satisfied customers
Earlier this year my brokerage account was hacked into and
Earlier this year my brokerage account was 'hacked' into and over a hundered 'day trades' were executed in a matter of minutes. My brokerage firm, Scottrade, acknowledged that the trades were not mine… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
2,290 satisfied customers
My father passed away in March of 2010. Everything except a
My father passed away in March of 2010. Everything except a brokerage account was left to my stepmother. The brokerage account was split 50-25-25 between my stepmother, my sister, and myself. The tota… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
12,096 satisfied customers
my wifes mother passed a couple of years ago and she always
my wife's mother passed a couple of years ago and she always knew her mother had some stocks. we have no certificates, how can we find out if there are dormant stocks still in her name. ?… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I EXERCISED OPTIONS IN 2009. I EXCERCISED 2259 SHARES AT A
I EXERCISED OPTIONS IN 2009. I EXCERCISED 2259 SHARES AT A PRICE OF$40.6567=$91,843.49 FOR A NET GAIN OF $35,427.05. I RECEIVED A W2 IN THE AMOUNT OF 35,427.05 SHOWING FED TAX DEDUCTED $9856.76,STATE … read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
2,290 satisfied customers
I received a Form 1099B from my money market broker. I closed
I received a Form 1099B from my money market broker. I closed my account in October, 2008 while the stock market was crashing. "Box 2" has an amount of $8,000. However, the brokerage house sent a stat… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
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