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Level 3
March 17, 2021

how to report 1099-B ESPPDD stock proceeds

  • March 17, 2021
  • 1 reply
  • 5 views

I have a client with ESPPDD stock sale proceed. Should I include form 1099-B and statement of taxable income as an attachement with Schedule D? 

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    1 reply

    sjrcpa
    Level 15
    March 17, 2021

    If it's a noncovered transaction you need to report the details either on the Sch D/8949 or as an attachment.

    The more I know the more I don’t know.