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Investors & landlords
Thank you, Dave. However, both 1099 B's have the same assets listed for my RSUs.
I had the work account until Sept of last year. This held all of the RSUs and ESPPs.
I then transferred the assets from that account to my personal account.
The 1099B for my personal account has other gains and losses in addition to the work stocks I transferred.
The 1099 B from the work account, I only have RSU listed. So, I'm afraid, it will miscalculate the tax bill if have them listed twice.
March 7, 2025
3:58 PM