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Investors & landlords
If you have sales of stock acquired from the exercise of NQSOs, then I suggest you aggregate the sales lots and report them together. This will allow you to determine the overall cost basis, and report as a single amount per sales lot. If that differs from what is on the Form 1099-B, you can enter the difference as an adjustment to cost basis when you enter your sales. If you downloaded your Form 1099-B, you will have to delete it. You will also have to attach or mail to the IRS, your 1099-B or other supporting documentation for your sales.
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‎February 7, 2024
3:18 PM