Level 11
12-07-2019
05:34 AM
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Which means you'll have an adjustment to the 1099-B basis to include the W-2 inclusion amount. Your client has another piece of paper, received at the time of exercise and sale, that shows the inclusion calculation.
I'd like to beat with a stick the person who decided what the 1099-B should look like for these situations.
I'd like to beat with a stick the person who decided what the 1099-B should look like for these situations.