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Investors & landlords
Hmmm. That's interesting. I had the exact same scenario, and my broker didn't include the sale of withheld shares on the 1099-B. But that was before the new cost basis reporting rules went into effect. I think you should enter the 1099-B, since you received it, and you always need to enter those. If the cost basis is the same as the sale price, then there is no net gain or loss, and won't trigger any capital gain or loss. I think that is the correct way to do it. Be sure to check the box under the 1099-B line that is labeled "Additional Details", then Start. This will ask you if the sale is for stock options, and the type of option.
May 31, 2019
4:48 PM