Thank you for the very detailed and fast response, @KarenM90 .
The company isn't public, so I am not 100% sure, but I think what is happening is that Carta is not responsible for the 1099-B (or 1099-MISC) because no sale has occurred. Rather I exercised these options (so I own them now, but haven't sold them yet). Because I exercised them when they were theoretically worth more (fair market value, FMV) than the price I paid, I owe tax on that difference like it's income. It is case 2. from: https://support.carta.com/s/article/tax-forms-grants
The carta support team said the small company is responsible for the 1099-MISC, and the company does not seem concerned (because I am probably the only one in this situation for them). Most of their employees are W-2.
Here is what I ended up doing before I saw your note, if you have a moment, would love to know what you think. I went into the area where I had the 1099-MISC from this company (which didn't include this NQSO amount), and added "other" income.. as if they had paid me in cash... and put in the (FMV - price I Paid) * (# of shares) amount.
It's extra confusing because I consulted for these stock options earlier in the year, but the 1099-MISC hourly money is all from last quarter, so the home office write-offs and what not seem to now be applied to the full amount (as if it all occurred in the last quarter). I don't know how bad this is, but it seemed better than not reporting it at all. I *think* I feel OK about this because the work done for the stock options occurred at home with the same resources, etc., however the dates of that stock option exercise is not reported.. it just looks like random cash from the past few months. Maybe this is similar to how people are supposed to report tips or Uber? I just wish I could get the correct 1099-MISC and not have to be in a potentially grey area.
