PPECPA
Level 5

Ugh!

Hope I m not over thinking this.  I'm seeing this more and more with my clients.  Ok so I was provided the following:

  • Employee Stock Plan Release Confirmation
  • Stock Plan Transaction Supplement
  • Stock Plan Gains and Losses

What threw me off at first was the Release Confirmation reported Fed/State, Soc. Sec., State Disability withholdings.  I'm guess that this was included on the taxpayer's W-2?

The Stock Plan Transaction Supplement reports total proceeds, basis, gains and capital gain status.  My question is, do I use this report to prepare a Schedule D or Form 8949? 

0 Cheers