This is a different 8849 situation. My daughter received a 1099B for her 2021 return. The instructions on this form said:
Noncovered Short−Term Gains or Losses on Gross Proceeds. Report on Form 8949, Part I with Box B checked.
When I tried to check Box B nothing happened. I got frustrated with trying to complete the form and, since it appeared that the value of the vested shares ($57,000) was already included in Box 1 of her W-2, I did not complete form 8849 in her 2021 return. Also, she never sold any of her stock or executed any trades at all. She received a letter today saying she owes $6,305 for the income reported on the 1099B. Will completing the 8949 properly eliminate this double tax? If so, can I get help completing an Amended return with a properly completed 8849? Do you have any other suggestions?
