RobertB4444
Expert Alumni

Investors & landlords

You won't enter this as any of the employee based stock transactions.  This is entered as a straight sale of stock.  They granted you these shares and you received no compensation as part of the transaction - it was just a bit of ownership in the company for being a good employee.

 

So the stock sale is issued as though you had received a 1099-B.  The sale date is the date that they paid you.  The purchase date is the date that you became fully vested.  The amount of sale is the amount that they paid you and the cost basis is zero.

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