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May 10, 2021
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Unclear where to report private stock repurchase

  • May 10, 2021
  • 1 reply
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Hello,

 

Former employer issued a check for private stock repurchase. No other documentation. Where am I supposed to provide this information? 

 

Thank you. 

Best answer by ToddL99

Enter the sale of private stock in the same place you would enter any stock sale - the Stocks, Mutual Funds Bonds and Other interview.

 

Enter "stock" in the search window and select "jump to stock" from the search results.

 

When you come to the screen "OK, what type of investments did you sell?", select "Other" (don't worry, the program will still report it correctly).

 

See the attached screenshots for aid in navigation:

 

 

1 reply

ToddL99Answer
May 10, 2021

Enter the sale of private stock in the same place you would enter any stock sale - the Stocks, Mutual Funds Bonds and Other interview.

 

Enter "stock" in the search window and select "jump to stock" from the search results.

 

When you come to the screen "OK, what type of investments did you sell?", select "Other" (don't worry, the program will still report it correctly).

 

See the attached screenshots for aid in navigation:

 

 

VM2021Author
May 10, 2021

Oh I see. So I get to this screen after clicking on Other and Continue:

 

Should I write the name of the company in Name field since it is on the check?

 

Thank you.

 

 

May 10, 2021

Yes, enter the name of the company in the "Name" field.