Whether or not you should indicate that you are reporting the sale of investment stock depends. Instead of thinking of it as factual misstatement, think of it as indicating whether or not you want the additional interview questions and calculations related to the sale of company stock. Some situations involving company stock are relatively simple and the amounts to enter are easy to determine on one's own, especially if you have previous experience entering those tpe of transactions (RSUs would be a good example of this). Other situations can greatly benefit from the additional help you get from indicating you sales involve company stock. Incentive Stock Options that were exercised and held, and ESPP stock after leaving a company are examples where the additional guidance and calculations can be very beneficial. If you would like to reply back with type of company stock your sale involves I can provide some additional guidance and help with your particular situation.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
