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Level 2
03-03-2020
10:31 AM
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taxpayer has w-2 listing V in box 12 for stock options, and in box 14 an amount for restricted stock
how is this handled?
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Level 11
03-03-2020
11:05 AM
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Gain should already be included in W-2.. need to file Sch. D/8949. need 1099-B but be careful as the basis shown may be showing as zero.. have to dig deeper in form usually to get adjusted basis. should result in about a break even on the Schedule D.