Hi Mike9241,
thanks for the reply here! So what exactly do I need to report?
Just the two transactions on the 1099-B? The cost basis was blank on those, so we got the cost basis from “additional transaction information” in the brokerage firm website. I believe this was reported fine.
also, the 4100 you mentioned, I don’t believe that’s on the W-2, because the person we talked to on the phone said only the RSUs sold for taxes are reported on W-2. It’s a very weird case. This was my concern, is do we need to report something else here?
also the December stocks were sold in December, but we received the money in our January paystub.
