Question
Stock options on W-2 and 1099B
Hello, I have a client who exercised non-qualified stock options and then sold the stock in 2025. He is retired so the only item on the W-2. The 1099 received from MS Work also shows the same transaction and the same amount of gain. How do I avoid this getting double-counted on his return and avoid a letter from the IRS for not reporting one of the transactions. This is in Pro Series Basic. Thank you!
