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Deductions & credits
If you know all of the amounts that need to be entered, ie: cost basis, sales proceeds, commissions, date sold, etc., then you can enter the transaction as a regular stock trade under Investment Income (1099-B). Entering this information as a regular stock trade avoids the issues around RSUs or NQSOs. If you sold for more than the vesting amount, you'll have a capital gain.
- Type of investment: Indicate it is a stock sale.
- How did you receive? Indicate purchase.
- Acquisition date is the date the SARs vested.
- Date sold will be on the 1099-B
- Proceeds should come from 1099-B
- Cost basis: amount reported to you at vesting.
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March 21, 2023
6:01 AM