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1099-B vs. stock plan transactions supplement
Hello,
For employee stock transactions (RSU and ESPP), stock plan transactions supplement reports adjustment amount (ordinary income), adjusted cost basis, and adjusted gain (loss), resulting in reported adjusted (loss). 1099-B does not report adjusted values, resulting in reported realized gain. W-2 in Box 14 has ESPP, ISODD and RSU amounts. How to reconcile and properly report?
Thank you.
‎April 17, 2023
4:27 AM