DianeW777
Expert Alumni

Investors & landlords

Stock nonemployee can be used as your selection for the sale. The date of sale must be 2024 because that is when the money was received by you. You can enter January 1st if you like and this should remove the 'Needs Review' flag. The IRS will not accept a date prior to the current tax year and the company should know to put the appropriate date of release on the 1099-B. They likely don't realize this.

 

Next year with your final payment you will report it the same using a date in 2025.

 

@tk94110 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post