thanks for the guidance @GeorgeM777 ! That actually unblocked me, so much appreciated! The numbers are lining up to what I was projecting from last year's cashless exercise.
I have a couple of quick questions:
- How important is the accuracy of "Were these shares granted from one option lot?" - the grant date was roughly 7 years before with a few additional refreshes - is it fine to keep consolidated? (since the income is what matters anyway?)
- For the cost or other basis input field, I have the number summarized from all the individualized transactions in the 1099B Form; the 12a. V box on the W2 appears to be income after some tax withholdings (Medicare + ? ) so my question: it seems like I get the "closest number" to what the Accounting CPA consultants were projecting when I stick to the cost basis as reported in the 1099B form - should I then use the 1099B form's number?
- it seems like turbotax is reporting a "-0.33" value in the Gain/Loss column - how should we understand that value? (this was not a "loss" if I'm understand the term correctly) - all the values have been triple checked for accuracy so I'm not sure how to read this and if it even matters
Edit: also my last question is: I inputted the 1099B in the Stocks, Mutual Funds, Bonds, Other section thru that user flow, however I'm not actually seeing any kind of 'dollar sign' or proof of activity in that section when I click done and am taken to the main Wages & Income menu layout - is this intentional or a bug?
