kindracpa
Level 3

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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