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I'm trying to determine how to properly document my 1099-
I'm trying to determine how to properly document my 1099-B proceeds and cost bases for RSU's, Options and ESPP Shares. The corresponding proceed values and taxes are already included in my W-2 income … read more
Marcia Mitrano
Marcia Mitrano
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Thank you I purchased a FNMA STRIP zero coupon bond and paid
hi thank you I purchased a FNMA STRIP zero coupon bond and paid taxes on the income every year .. last year I sold it and how do I report it on my 1099B so that I don't have to pay tax on the entire g… read more
Stephen G.
Stephen G.
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I received stock on an ESPP and received for 3922 for tax
I received stock on an ESPP and received for 3922 for tax year 2015. I sold the stock in 2017. Does anything special need to be done when reporting the sale?… read more
Lane
Lane
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Doctoral Degree
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Employee has ESPP shares. Some are qualified dispositions
Employee has ESPP shares. Some are qualified dispositions and some are non-qualified dispositions. He also had non-statutory stock options he sold (same day sale). He received a W-2 with a code V in b… read more
emc011075
emc011075
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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
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What are the -term vs. short-term considerations when
What are the long-term vs. short-term considerations when selling stock from an employee stock purchase plan (ESPP)?… read more
Brian Michels
Brian Michels
Partner, CPA
Bachelors of Business Administration
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My brokers advice stated that all my stock sales were
My brokers advice stated that all my stock sales were repurchase agreements-ie bought and sold the same investments with no gain or loss. As such they did not give me a cost basis. They did say someth… read more
Stephen G.
Stephen G.
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Bachelor's Degree
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I am looking for some help with my 1099-, 3921, 3922, and
I am looking for some help with my 1099-B, 3921, 3922, and Gains & Losses documents. … read more
ABC Accounting Group
ABC Accounting Group
Certified Public Accountant (CPA)
Bachelor's Degree
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I received a 1099- for and account that we closed and I am
I received a 1099-B for and account that we closed and I am not sure how to make sure I am filing this correctly. We started the account with $104,000. that was taken from a savings account and it was… read more
PDtax
PDtax
Owner
Master's Degree
9,530 satisfied customers
I need some help regarding exercising Stock Appreciation
I need some help regarding exercising Stock Appreciation Rights in 2016.I went through probate in order to be able to access my deceased husband's YUM brands SARs. I sold them and received 100,417.62.… read more
Lane
Lane
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Doctoral Degree
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A medtronic employee with ESPP, received a 1099 DIV from
A medtronic employee with ESPP, received a 1099 DIV from Medtronic for dividend that i did not receive due to the merger. All my ESPP stock was sold for 79.95 .what all do I need to properly account f… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,440 satisfied customers
Morgan Stanley told us that a sale that happened 12-31-2014
Morgan Stanley told us that a sale that happened 12-31-2014 would be put on 2015 taxes for IRS purposes since it was actually paid to us 1-15-2015. We kept all the forms with the checks from Jan 2015.… read more
Stephen G.
Stephen G.
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Bachelor's Degree
12,094 satisfied customers
I am just trying to figure out is the box 12-v should be used
I am just trying to figure out is the box 12-v should be used as the cost basis for the 1099B … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,440 satisfied customers
Sold employer stock options in 2015. The net amount from the
Sold employer stock options in 2015. The net amount from the transaction was reported on my w2 as income. I have a 1099 b from the stock brokerage company that did the stock option transaction. It sho… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
29,902 satisfied customers
I received a 1099 misc. form that were exercised in 2014,
I received a 1099 misc. form for options that were exercised in 2014, roughly $89k in proceeds. In addition I rec'd a 1099b from my broker, that showed an amount reported to the IRS of $144k. I believ… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,440 satisfied customers
Hello again! I have a question about Covered and non-covered
Hello again! I have a question about Covered and non-covered stock exchanges. I have a 1099-B with 2 transactions that shows the sale date quanity sold and the sales price. My question is does the bas… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
4,670 satisfied customers
i need help and an example with how to report the sale of RSUs
i need help and an example with how to report the sale of RSUs in 2012 that were reported as a single line item on my 1099, but involved the sale from multiple vesting lots.… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
29,902 satisfied customers
This year I need to report ESPP and in addition my company ...
This year I need to report ESPP and in addition my company has started issuing RSU's. My main issue is finding out how to report the RSU's. Advice on the ESPP would be an added benefit. The info I hav… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
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