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Level 4
posted Mar 5, 2024 12:22:00 PM

what does " options" mean here?

Hello, 

I am working on the investment section of my  tax return. 

I have STOCK sold on my 1099-b.

Can anybody tell me what does "options" here mean?

People told me since the payer is Merrill who issued this 1099-b, it is a bank. I should choose stock( non-employee)

 

Is that correct?

 

Thanks

 

 

 

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1 Best answer
Expert Alumni
Mar 5, 2024 12:30:53 PM

Yes, you should choose Stock (non-employee) if that is what was sold on your 1099-B; that is the most common.    Options are a type of stock that is granted to you by your employer.   Employee stock has special handling requirements, so we need you to specify whether your stock is employer-granted or not.

 

Incentive Stock Options

5 Replies
Level 15
Mar 5, 2024 12:29:33 PM

Correct. 

Expert Alumni
Mar 5, 2024 12:30:53 PM

Yes, you should choose Stock (non-employee) if that is what was sold on your 1099-B; that is the most common.    Options are a type of stock that is granted to you by your employer.   Employee stock has special handling requirements, so we need you to specify whether your stock is employer-granted or not.

 

Incentive Stock Options

Level 4
Mar 6, 2024 8:12:18 AM

I am not  sure whether the stock is employer granted or not. 

I called turbo tax and asked this question, they told me : look at the 1099-b, who issued it? I said , it is Merrill, it is a bank. Then they told me, I should choose " stock- non employee".

 

Is that correct?

Level 15
Mar 6, 2024 8:48:14 AM

Correct. 

Level 4
Mar 7, 2024 8:01:34 AM

Thank you.