DavidD66
Expert Alumni

Get your taxes done using TurboTax

1. What type of investment? Indicate it is a stock sale.

2. How did you receive?  Indicate purchase

3. Acquisition date is the date the SARs vested.

4. Date sold will be on the 1099-B

5. Proceeds should come from 1099-B

6 Cost basis, you should use the amount that was added to your W-2, that is the amount you were taxed on at vesting, so that is your cost basis, and the amount you should use.

 

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