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I sold 4.2232 shares of stock between Sept-Oct 2016 but I did not receive Form 3922, I just received a letter. What info do I need to input?
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I sold 4.2232 shares of stock between Sept-Oct 2016 but I did not receive Form 3922, I just received a letter. What info do I need to input?
I'm going to assume that the stock you sold was stock acquired via an ESPP. I believe that you should get a Form 3922 but if the "letter" has the same information as a Form 3922
https://www.irs.gov/pub/irs-pdf/f3922.pdf
then that's fine.
I'd think you will also get a 1099-B reporting the sale. It might not be until mid-Febrary, or later.
You'll enter the sale using the "Stocks, Mutual Funds, Bonds, Other" interview.
Tom Young
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