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djliney
Level 3
Mar 22, 2025 11:01 PM UTC
Question

employee stock option

How do you enter an employee stock purchase that's on a 1099-B and included in the W-2?

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4 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
Mar 22, 2025 11:05 PM UTC

Go to Sch D, at the top click 1099B worksheet, scroll down to the Entry lines and double click on one of them, this worksheet opens

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    djlineyAuthor
    Level 3
    Mar 23, 2025 12:53 AM UTC

    I filled in the employee stock  worksheet but the program is still now double counting the income as it is already in the W-2 and should not be reported as a capital gain

    sjrcpa
    sjrcpa
    Level 15
    Mar 23, 2025 12:55 AM UTC

    If they sold all of the stock whose value was in their W-2, the W-2 inclusion is the basis for the 1099-B transaction.

    It's your data entry that is causing doubling; not the program.

    The more I know the more I don’t know.
      ljr
      ljr
      Level 9
      Mar 23, 2025 11:13 AM UTC

      sometimes there is a supplement schedule to the 1099-b with the cost basis adjustments on it. 

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