My employer stock and retirement funds are with Fidelity and I've been receiving a 1042-S form for the past 2 years as they considered me to be a non-resident for tax purposes. I've filled out the W9 form to rectify the situation for next year. Unfortunately, in 2022 I also made an option transaction as follows:
This transaction isn't reflected on the 1042-S. Fidelity doesn't seem to have a clue as to whether I'll receive a tax document with this transaction or not. Some representatives think I will receive a grantor letter showing this, while some say the letter won't show this. Some also say that the transaction has not been reported to the IRS and that I won't receive a grantor letter, which seems insane to think about.
My questions are these:
I know it's a complicated question, but any help would be appreciated.
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