sjrcpa
Level 15
02-19-2021
05:59 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
1.You need to know how many shares the $9,429 on the W-2 is for.
2. Divide 9,429 by number of shares to get ordinary income per share.
3. Take the per share amount from Item 2 and multiply by the number of shares sold per 1099-B. Add this to the covered cost of $6,619 to get the total basis of shares sold.
Theoretically, you'll wind up with a very small gain or loss on the sale.
The more I know the more I don’t know.