Your 1099-B will probably not reflect whether the shares were RSUs or those purchased through an ESPP. Did you get a Form 3921 from your company? You should have received this form because your employer (or transfer agent) transferred your employer’s stock to you pursuant to your exercise of an incentive stock option (ISO). While you do not have to file Form 3921 with your tax return, it will help you in preparing your tax return because it will contain relevant information.
If you purchased shares of stock in your company through an ESPP, you would have probably done so on a quarterly basis. That is, your employer would have withheld some of your funds each pay period, and then at the end of the quarter, used those funds to purchase shares. Therefore, check your paystubs. Do you see anything on your paystub indicating that funds were withheld in order to purchase company stock.
RSUs would likely be reported on your W-2. Check box 14 on your W-2. Many times employers will use box 14 on the W-2 to enter RSU compensation.
Lastly, you can check with your company's personnel department.
@csbatla
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
