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djliney
Level 3
March 22, 2025
Question

employee stock option

  • March 22, 2025
  • 2 replies
  • 15 views

How do you enter an employee stock purchase that's on a 1099-B and included in the W-2?

This topic has been closed for replies.

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 22, 2025

Go to Sch D, at the top click 1099B worksheet, scroll down to the Entry lines and double click on one of them, this worksheet opens

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    D
    djlineyAuthor
    Level 3
    March 23, 2025

    I filled in the employee stock  worksheet but the program is still now double counting the income as it is already in the W-2 and should not be reported as a capital gain

    sjrcpa
    sjrcpa
    Level 15
    March 23, 2025

    If they sold all of the stock whose value was in their W-2, the W-2 inclusion is the basis for the 1099-B transaction.

    It's your data entry that is causing doubling; not the program.

    The more I know the more I don’t know.
      ljr
      ljr
      Level 9
      March 23, 2025

      sometimes there is a supplement schedule to the 1099-b with the cost basis adjustments on it. 

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