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Investors & landlords
If you know your Cost Basis, you can report your 1099-B as a regular stock sale (not employee stock). If the Cost Basis on your 1099-B is incorrect (which it often is, since the broker does not know the amount of any discount you received), check the box 'cost basis is missing or incorrect' and enter the correct cost basis.
Here's more detailed info on Employee Stock Purchase Plans.
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‎April 1, 2025
7:07 PM