To determine the type of investment you sold on a 1099-B, you can follow these steps:Check your 1099-B: Look at the "Description of Property" section for details like the asset description, CUSIP, or ticker symbol.Compare with Broker's Statement: Match this information with your brokerage statements or employer records.RSUs: Typically, RSUs appear as ordinary income on a W-2, not a 1099-B, unless they were sold. To find RSUs on your W-2, check Box 1 for total wages and Box 14 for separate RSU reporting. Review any supplemental documents from your employer or contact HR for clarification.Fidelity Learning Center: This article explains what Form 1099-B is and how to use it to report broker transactions, including calculating capital gains and losses.Fidelity Learning Center

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amy3fallon

Question

How do you find what type of investment you sold on a 1099-B to know if you sold a RU, non-employee stock, or something else?

Forum|Forum|1 year ago
February 10, 2025
1 reply
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SabrinaD2

To determine the type of investment you sold on a 1099-B, you can follow these steps:

Check your 1099-B: Look at the "Description of Property" section for details like the asset description, CUSIP, or ticker symbol.
Compare with Broker's Statement: Match this information with your brokerage statements or employer records.
RSUs: Typically, RSUs appear as ordinary income on a W-2, not a 1099-B, unless they were sold. To find RSUs on your W-2, check Box 1 for total wages and Box 14 for separate RSU reporting. Review any supplemental documents from your employer or contact HR for clarification.

Fidelity Learning Center: This article explains what Form 1099-B is and how to use it to report broker transactions, including calculating capital gains and losses.