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Level 3
posted Mar 21, 2020 10:54:01 AM

Form 3921

I quit my company in 2019 and had to purchase my options.  I have not sold them yet so no gains (or losses) in 2019.  I entered the details in TT but no impact on my returns which I assume is accurate because I did not sell anything and the potential is only on paper.  Correct?

0 3 522
3 Replies
Expert Alumni
Mar 21, 2020 11:23:19 AM

Yes, that is correct.

 

Depending on the type of option, it will either be reported in your W-2 or not reportable at all.

 

You will receive a 1099-B when you sell the stocks.

Level 3
Mar 21, 2020 11:27:20 AM

Thanks Robert

Expert Alumni
Mar 21, 2020 11:31:50 AM

You are welcome!