Help with 1e on 1099-B

[avigo45]

My 1099-B says tat for 1e I have to put cost basis. My form lists "FMV" per share. Would the value for 1e be the FMV multiplied by the amount of shares I bought/sold or do I have to get this value somewhere else? Thanks

[MarilynG1]

If this was employee stock, or inherited stock, yes, you have to get the value somewhere else.

If employee stock, it was the cost you paid for the stock when you purchased/were awarded it.  This should be on your employer records or forms regarding the vesting of your stock.

If inherited stock, it would be the FMV on the date of death of the grantor.

Here's more info on Cost Basis of Employee Stock and Finding a Stock Cost Basis. 

[avigo45]

Thank you. It is employee stock. What is the "FMV per share ($)" listed on the 1099-B I received for?

[avigo45]

Would the number I need to put in 1e be "Total Fair Market Value (Shares Delivered x FMV)" or "Outstanding Value"?

[fanfare]

you need to understand the report : is FMV corresponding to Date Acquired, or Date Disposed.?

Col(e) is what you paid for the shares.

Col(d) is what you got paid to give up the shares.

@avigo45 

[avigo45]

Thank you. Trying to understand the info from the employer. 

Would the number I need to put in 1e be "Total Fair Market Value (Shares Delivered x FMV)" or "Outstanding Value"? I have these values on the order transaction 

[avigo45]

Can anybody confirm? Struggling with this one

[DavidD66]

You said it was employee stock.  OK, what kind of employee stock?  Was it Restricted Stock Units (RSUs), or stock purchased through an Employee Stock Purchase Plan (ESPP), or Non-Qualified Stock Options, or Incentive Stock Options (ISOs)?