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posted May 8, 2020 9:12:59 PM

Entering 1099-B info for an ESOP. Chose 'Stock (non-employee)' as investment type. It asks 'How did you receive this investment?' No options listed apply. What now?

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Level 15
May 9, 2020 6:10:54 AM

you should have a 1099-R for an ESOP.

In which case, your basis on a 1099-B equals your proceeds.