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Investors & landlords
I just spent most of the morning on hold and being transferred around with my employer-provided/mandated broker for the RSU and ESPP plan. I originally thought we didn't get 1099-B's because there's three different accounts for me: RSU grants, ESPP, and DRIP account. I only sold out of my RSU account, but apparently the 1099-B's (and all other tax forms) are associated with my ESPP account (even those with the correct information for my RSU and DRIP stuff), which caused significant confusion. I saw there were none, and assumed that there were no forms since it was a same-day sale. I now have the 1099's and will report the sale using that information. Thanks - and I'll take your advice by creating a new question in the future.
‎June 5, 2019
10:38 PM