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LauraK
Level 2
July 27, 2021
Question

Stock Options not on W-2

  • July 27, 2021
  • 7 replies
  • 23 views

My client has received stock options.  However, they are reported on a 1099-NEC because she is technically not an employee of that company.  Also, no 1099-B is issued.  Not sure why.  All I have is an account printout showing stock granted, vested, exercised, etc.  I'm having trouble using the Exercise stock options worksheet on ProSeries.  Does anyone have experience with stock options on a 1099-NEC with no 1099-B?  Thanks

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7 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
July 27, 2021
Did she sell them yet? You wont see a 1099B until they get sold.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
LauraKAuthor
Level 2
July 27, 2021

Yes.  She did sell some.  Granted 2500 on 3/15/18.  Each month 52 shares vest.  At the time of her sale, 1406 vested and she sold 120 shares.  No 1099-B.  

sjrcpa
sjrcpa
Level 15
July 27, 2021

How about skipping the worksheet?

Sounds like you have basis and sales price; date acquired and date sold.

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