qbteachmt
Level 15

"TP reported the transaction as part of the wages when he e-filed."

Are you sure this isn't a chain of events? Example:

Employee stock option = W2 reporting.

Then, the sale of those shares = 1099-B. And now you have the basis, from the W2. The broker didn't have that basis, but you have the documentation for it, including that it was short- or long-term.

It's doubtful that the same transaction was on both a W2 and a 1099-B. But the shares would go through a process of award-ownership-sale.

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