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Investors & landlords
When reviewing the transaction details on my 1099B form, it does not track the taxes that were paid in the first event of selling 76 units. This question also transfers to TurboTax as when I entered these 2 transactions it did not indicate the first event as the tax payoff event and it appears to have tracked the entire sale of 217 units as taxable. When reviewing my statement for the month of the transaction, there are details confirming the amount of taxes paid by the first event. I should only pay the capital gains on the 2nd event if the value of the stock was greater than the original grant.
How do I know that I am not being taxed twice?
Do I include the tax details from the statement even if they aren't included on the 1099B form?
‎February 14, 2022
5:13 PM