- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
Accepted Solutions
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
When you enter your 1099-B information for your stock option transaction, do not select the Import option. Instead, select "I'll type it in myself". Click on Continue. On the next screen, select your broker and click on Continue. Next select the categories of trades reported on your 1099-B and click Continue.
Enter the information reported for your sale just as it is on the 1099-B and then check the box below the transaction that says "This sale involves an employee stock plan (including ESPP) or an uncommon situation" then click on Start now.
Continue through the interview to enter the information for stock options. You should have received a statement from your employer or the broker that manages your company's plan. You will need that information. If your options were Incentive Stock Options (ISOs) then that would be Form 3921.
Most of the time, your basis will be the same as the stock sales price plus the broker commission.

- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
When you enter your 1099-B information for your stock option transaction, do not select the Import option. Instead, select "I'll type it in myself". Click on Continue. On the next screen, select your broker and click on Continue. Next select the categories of trades reported on your 1099-B and click Continue.
Enter the information reported for your sale just as it is on the 1099-B and then check the box below the transaction that says "This sale involves an employee stock plan (including ESPP) or an uncommon situation" then click on Start now.
Continue through the interview to enter the information for stock options. You should have received a statement from your employer or the broker that manages your company's plan. You will need that information. If your options were Incentive Stock Options (ISOs) then that would be Form 3921.
Most of the time, your basis will be the same as the stock sales price plus the broker commission.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I sold stock options and Equatex withheld federal and state taxes but did not report them on the 1099b, how do I report these taxes?
Still have questions?
Or browse the Forums