My client received a STATEMENT OF TAXABLE INCOME, in regards to her company stock (Tesla)

[Janey]

it states the total amount that was included in their W2 wages.  she doesn't know if she sold this or not. Will she get a 1099B that will show this information?
Grant date : 11/13/2107
transaction date: 03/05/2018
value date;03/5/2018
price/tax basis:$0.00
value basis:333.3500
sale date:03/6/2018
sale price:333.7500   1 share  total price;$0  adjusted sale price: $333.74 W2 income:333.35

[sjrcpa · Accepted solution]

Given it shows sale date and sale price she did sell some. I don't know about Tesla but a lot of companies don't issue 1099-Bs for employee stock transactions.

There is nothing foir her to report - unless you can find a way to get the $.40 ST capital gain on the return. The ordinary income from the transaction is already in her W-2.

[rbynaker]

I report them anyway.  It's easier to enter one line on Sch D/8949 than to have to respond to a CP2000 next year.  With so many documents available online now, there's no way of knowing if a 1099-B exists or not.  I do agree that if it's directly through the employer and not through a broker there's not usually a 1099-B.

[sjrcpa]

That never hurts.