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May 10, 2021
Question

Are my 2016 performance shares that were paid in 2020 short term or long term stock?

  • May 10, 2021
  • 1 reply
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If my shares are listed in box A is that for short term capital gains?

1 reply

May 10, 2021

If your Form 1099-B, box 2, has Short-term gain or loss checked, it's short-term.

 

That information would then get carried into form 8889 Sales and Other Dispositions of Capital Assets, Part 1 box (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS.

 

Related information: What are restricted stock units (RSUs) and how do I report them?

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