MarilynG1
Expert Alumni

Retirement tax questions

@jmartin3rd You may be able to get info like Vesting Dates/FMV  for each lot from your holding broker's website (like Compuserve, for example) if you want to break it down.

 

Another alternative is just to enter your 1099-B as a regular Stock Sale, and change the Cost Basis (amount of income from W-2), without using the Employee Stock interview. 

 

Indicate 'Date Acquired' as 'Various'.

 

Click this link for more info on How to Enter 1099-B

 

 

 

 

 

 

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