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Investors & landlords
@kstr65 You don't need to do anything but report your W-2 since you didn't receive a form 1099-B.
You are correct, you could be doubled taxed if you sold some shares and received a form 1099-B. Often, the 1099-B form won't reflect the cost basis adjustment that results from income being reported on your W-2 form. In that case, you need to change the cost basis reported on the 1099-B and that is easily overlooked.
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‎February 5, 2021
5:19 PM