Thanks for the quick reply TomYoung. It was not a same day sale/cashless exercise-- the stock was exercised months prior to the sale-- so I believe I'm required to report. I am using the online product, and if I choose the "Stocks, Bonds, Other" interview, it does not ask a "did you receive a 1099-B" question--all questions after assume I have a 1099-B form. Further, if I choose the "Other" alternative interview, in the drop down menu for "What type of investment did you sell?" the only stock option is "stock (non-employee)". So it seems the online product assumes that all employee stock sales produce 1099-B forms, but the desktop product does not. Regardless, I'll simply use the alternative interview path as you suggest. This is helpful clarity, much appreciated.
