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Get your taxes done using TurboTax
You do not need anything other than the 1099-B if you have determined the cost basis and holding period. It may be asking you for a 3921 or 3922 for employee stock, but it is not required. You would have received them from your employer when the stock or options were transferred or exercised. These forms have all the information you will need to properly calculate the gain or loss on your transactions, but TurboTax will walk you through entering the information.
Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs)
How to Report Stock Options on Your Tax Return
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‎July 14, 2020
5:15 PM