No, don't make any adjustments to your W-2 form. Enter it exactly as it is on your copy. Next, enter the 1099-B form:
- Select Federal from the left side menu.
- Select Wages and Income toward the top left.
- Scroll down/ expand the list and look for Investment Income.
- Find Stocks, Mutual Funds, Bonds, Other and click on Start or Update to the right.
- On the screen titled, Did you get a 1099-B or brokerage statement for these sales? answer Yes.
- On the screen titled, Tell us about this sale, answer I'll enter one sale at a time.
- Fill in your information from the 1099-B.
- When you get to the question, Was this a sale of employee stock?, answer Yes.
As you continue to answer questions, you will get an opportunity to tie the stock sale to your employer and it will also help you figure out the correct basis of your stock.
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