@maglib I apologize for being a little clueless, I don't know as much about all of this as I'd like to, yet, but I'm trying my best to make sure I do this correctly. I am not sure what a brokerage statement is, but I can let you know exactly all the documentation I've ever received about it, which includes:
- The stock option agreement (the document I signed, which lists the number of shares, date of grant, exercise price per share, etc.)
- The check I received for the shares when the company was acquired
That's all I have, and no other forms or reported information, etc.
I also apologize if this is a dumb question, but could you let me know what exactly you meant by, "just report it as other income not reported elsewhere section"? Where would I find this section? I see there are quite a few options listed under "All Income", including things like Wages and Salaries, Self-Employment, Unemployment, Other Common Income, Investment and Dividends, Investment Income, Retirement Plans and Social Security, etc. Is it one of these categories where I can find the place you mentioned to report "other income not reported elsewhere"?
Thanks again for the help, I'm very new to these sorts of things, and I really appreciate it! 🙂
