sjrcpa
Level 15
06-12-2023
02:12 PM
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"All the options I received (in 2017) from joining a board were exercised as a result of a change in control transaction in 2021"
I think you mean exercised and sold in 2021.
The fees for serving on the board would have been on 1099-MISC/1099-NEC.
The sale of the stock acquired by exercising the options would probably have been reported on 1099-B, but if it was a small privately held company it may not have been.
Anyway, you surely received, and probably signed, some paperwork regarding this 2021 transaction. Give that to your accountant.
The more I know the more I don’t know.