Is there anything else included in the final capital loss or gain number than what is reported in the 1099?

Yes, the final capital loss or gain number can include factors beyond what is reported on the 1099. These factors include:

• Adjustments to the cost basis, such as those due to employee stock purchase plans (ESPP) or other compensation-related impacts
• The classification of the asset as short-term or long-term based on the holding periods. Short-term and long-term may be taxed differently.

Reach back out with more details about your 1099 if additional assistance is needed.