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how to report 1099-B ESPPDD stock proceeds

Natasha
Level 3

I have a client with ESPPDD stock sale proceed. Should I include form 1099-B and statement of taxable income as an attachement with Schedule D? 

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sjrcpa
Level 15

If it's a noncovered transaction you need to report the details either on the Sch D/8949 or as an attachment.

The more I know, the more I don't know.

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sjrcpa
Level 15

If it's a noncovered transaction you need to report the details either on the Sch D/8949 or as an attachment.

The more I know, the more I don't know.