DawnC
Employee Tax Expert

Get your taxes done using TurboTax

As long as the compensation is included on the W-2 and you have adjusted the cost basis on Schedule D when calculating the short-term gain or loss, the tax effect will be the same.     See Example 2 from Non-Qualified Stock Options, it is very similar to what you have.  A same-day sale should end up with a small loss as you have.    

 

If you have entered information for different lots in the past, that info should be saved for you there if you go through the employee stock interview.   But you don't have to use it if you have all of the information.   

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