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Level 2
March 18, 2021
Question

SALE OF EMPLOYEE STOCK OPTIONS INCLUDED IN W2

  • March 18, 2021
  • 2 replies
  • 21 views

Since Schedule D is so different than year past, I am having difficulty figure out how to enter sale of granted options included in W2 and have it properly flow through to Schedule D and forms 8949.  Any advice will be appreciated.

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    2 replies

    PATAX
    Level 12
    March 18, 2021

    Akist do a search of this forum and you should find your answer... Similar questions were asked not too long ago ...Look at the code on the W-2 and inquire whether anything was received from a brokerage firm for information regarding the options...just my opinion...

    akistAuthor
    Level 2
    March 20, 2021

    Actually I have a 1099-B with details, I have some information on the grant and price of options, and know exactly what is included in his W2.  However, I cannot figure out the order in which to enter this information and have it properly appear as "W2 Compensation" on the Schedule D.  Guess I will just have to keep playing around with the Capital Gains form and Employee Stock forms to see how to achieve this.

    Thanks anyway!