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darkstar88
Returning Member

Do I need to report NQSO/RSU sales from my 1099B if they are already on my W2, and how can I tell what type of sales are indicated on the 1099B if I did both NQSO & RSU?

 
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Accepted Solutions
ToddL
New Member

Do I need to report NQSO/RSU sales from my 1099B if they are already on my W2, and how can I tell what type of sales are indicated on the 1099B if I did both NQSO & RSU?

Yes, you need to report NQSO/RSU sales from your 1099B, even if they are already on your W2.

If they are both lumped together on one 1099B, don't worry about 'separating' them - they are treated the same. 

Just enter the 1099B information as follows:

https://ttlc.intuit.com/replies/6547345

(Check the first box on the "Tell us about your situation" page - it shows that ESPP, ISO, NQSO, RU and RSUs are treated the same).

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1 Reply
ToddL
New Member

Do I need to report NQSO/RSU sales from my 1099B if they are already on my W2, and how can I tell what type of sales are indicated on the 1099B if I did both NQSO & RSU?

Yes, you need to report NQSO/RSU sales from your 1099B, even if they are already on your W2.

If they are both lumped together on one 1099B, don't worry about 'separating' them - they are treated the same. 

Just enter the 1099B information as follows:

https://ttlc.intuit.com/replies/6547345

(Check the first box on the "Tell us about your situation" page - it shows that ESPP, ISO, NQSO, RU and RSUs are treated the same).

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