kindracpa
Level 3
03-06-2026
09:58 AM
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Hello, I have a client who exercised non-qualified stock options and then sold the stock in 2025. He is retired so the only item on the W-2. The 1099 received from MS Work also shows the same transaction and the same amount of gain. How do I avoid this getting double-counted on his return and avoid a letter from the IRS for not reporting one of the transactions. This is in Pro Series Basic. Thank you!
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