AamilD
Expert Alumni

Investors & landlords

It depends. Did you get 1099-B from a brokerage company because you traded stocks, options, or other securities or did you get 1099-B because you own/have options to purchase stocks of the company you are employed with?

 

All the categories which you mentioned are related to stocks/stock options which your employer has provided for you. For example ESPP is employee stock purchase plan where you buy your company stocks at a discounted price. So if you did that you would know that the 1099-B which you received is related to ESPP.

 

However, if you traded stocks/options of different securities via your brokerage and those are not your company stocks, then you will mark that question as a NO since its not related to your company.