Yes, the final capital loss or gain number can include factors beyond what is reported on the 1099. These factors include:
- Adjustments to the cost basis, such as those due to employee stock purchase plans (ESPP) or other compensation-related impacts
- The classification of the asset as short-term or long-term based on the holding periods. Short-term and long-term may be taxed differently.
Reach back out with more details about your 1099 if additional assistance is needed.
