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March 9, 2025
Question

1099B-What type of investment did you sell

  • March 9, 2025
  • 1 reply
  • 0 views

My 1099B , Proceeds from broker and barter exchange transactions, which of the drop down menu items do I click?

ESPP, NQSO, ISO, RSU, RS, or Options

 

 

 

    1 reply

    March 10, 2025

    You are seeing that question because you indicated that your transaction(s) involved company stock.  If you did sell company stock, you need to know the type of plan you acquired it through.  Details of the plan should be available from your employer.  If you did not sell company stock, the you need to back up, or delete the your Form 1099-B and start over.  When you re-enter, do not indicate it was company stock if it was not.

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