Need your help with numbers in 1099-B form

AlexSagrat · ‎February 09, 2026

I'm really struggling to understand numbers in my 2025 1099-B form. Let me first provide data:

Supplemental

1099-B

My main question: what is the total income (from selling) I will be reporting to IRS and be taxed?

07/02/2025 is when everything was sold automatically due to my company being acquisitioned. As a result, the amount of money I got was around $20600. Where $26K/$27K comes from? Never had or received any interest or dividend. Never sold or invested myself. For example, sell date 01/21/2025 - definitely it's not me:

So I would really like to understand math as well as avoid incorrect taxes....

MarilynG1

For a sale of employee stock, the Cost Basis when entering your 1099-B in TurboTax will almost always need to be adjusted. To help determine your correct cost basis, you need a Form 3922 that your employer issued when you exercised your option to purchase the shares. It shows the Exercise Price of the shares (unless you know that amount).

Depending on what type of employee stock you had, you may have received a % discount that was added to your W-2 as ordinary income (15% is common). This amount may be reported in Box 14. If that applies, divide that amount by the number of shares you exercised, and add it to the Exercise Price for a correct Cost Basis. If you have that information, you can enter your 1099-B as reported and check the box 'my cost basis is missing or incorrect'. On the next page, enter the correct basis.

If you don't have all the information, in the Stock Sales section, choose 'Employee Stock' and TurboTax helps you figure out your cost basis.

Here's more info on Employee Stock Purchase Plans.

@AlexSagrat

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AlexSagrat

In my case it's RSU and vesting only, no ESPP, no form 3922. Then everything was automatically sold in July 2025.

W2 box 14 has $16486.47 (RESTK). This is exactly the same amount as in short-term cost basis (seen in one of the screenshots).

But there is also $9726.60 as long-term cost basis.

I had an option 'sell to cover taxes' enabled. Maybe amount from selling stocks to cover taxes was included in 1099-B? Otherwise I cannot explain $16486.47 + $9726.60 total.