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Investors & landlords
You jumped into a thread where the original poster had a 1099-B so there was no need to deal with a "no 1099-B" situation. (That's the problem with tagging on to another poster's question. It's better to start your own question where you can lay out your particular details.)
Anyway, in a "same day" sale situation - vesting and sale occurring on the same day - then brokers are not REQUIRED to issue a 1099-B, though they should provide a "statement" with the same information. IF you don't get a 1099-B THEN you don't need to report the sale. You might want to anyway because a same day sale typically results in a small loss due to selling commissions and fees, but you don't have to.
So, was this a "same day" sale situation? If not, then you should get a 1099-B, in which case you would report the sale.
Anyway, in a "same day" sale situation - vesting and sale occurring on the same day - then brokers are not REQUIRED to issue a 1099-B, though they should provide a "statement" with the same information. IF you don't get a 1099-B THEN you don't need to report the sale. You might want to anyway because a same day sale typically results in a small loss due to selling commissions and fees, but you don't have to.
So, was this a "same day" sale situation? If not, then you should get a 1099-B, in which case you would report the sale.
‎June 5, 2019
10:38 PM