- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Should I submit only summary total for 1099-B with disqualified ESPP transactions?
My 1099-B has some disqualified ESPP transactions (marked as covered securities), and 100+ regular company stock sale transactions (marked as non-covered securities).
Instead of listing out individual transactions one by one, is it fine for me to provide a summary total of the 1099-B (one for covered securities, and another for non-covered securities)?
My W-2 does have the ESPP ordinary income recorded, and I do attach the 1099-B PDF for tax return e-filing.
Topics:
March 2, 2025
11:04 PM