itonewbie
Level 15
12-06-2019
11:23 PM
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Just want to make sure I understand the background of your question, so that you can get the answer you need.
Your question says the compensation is for RSU and SAR and amounts are reported in Box 14, which often contains informational items. Since it's not uncommon for RSU to be delivered in cash and SAR are phantom plans, it leads me to believe there's no stock transaction at all.
Are you sure there is a 1099-B for these? If shares from employer stock option plans are sold, I'd always request copies of the grant and exercise documents because most individuals have little idea what proper reporting of these transactions entails
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