Janey
Level 2
12-07-2019
03:06 AM
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it states the total amount that was included in their W2 wages. she doesn't know if she sold this or not. Will she get a 1099B that will show this information?
Grant date : 11/13/2107
transaction date: 03/05/2018
value date;03/5/2018
price/tax basis:$0.00
value basis:333.3500
sale date:03/6/2018
sale price:333.7500 1 share total price;$0 adjusted sale price: $333.74 W2 income:333.35
Grant date : 11/13/2107
transaction date: 03/05/2018
value date;03/5/2018
price/tax basis:$0.00
value basis:333.3500
sale date:03/6/2018
sale price:333.7500 1 share total price;$0 adjusted sale price: $333.74 W2 income:333.35
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sjrcpa
Level 15
12-07-2019
03:06 AM
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Given it shows sale date and sale price she did sell some. I don't know about Tesla but a lot of companies don't issue 1099-Bs for employee stock transactions.
There is nothing foir her to report - unless you can find a way to get the $.40 ST capital gain on the return. The ordinary income from the transaction is already in her W-2.
The more I know the more I don’t know.
rbynaker
Level 14
12-07-2019
03:06 AM
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I report them anyway. It's easier to enter one line on Sch D/8949 than to have to respond to a CP2000 next year. With so many documents available online now, there's no way of knowing if a 1099-B exists or not. I do agree that if it's directly through the employer and not through a broker there's not usually a 1099-B.
sjrcpa
Level 15
12-07-2019
03:06 AM
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That never hurts.
The more I know the more I don’t know.
The more I know the more I don’t know.
