sjrcpa
Level 15
03-17-2020
12:44 PM
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Stock sales in a qualified retirement plan are not subject to 1099-B reporting. If that's what happened, client needs to get the 1099-B corrected to -0-.
Are you sure you are looking at the 1099-B correctly? Maybe it is for personal holdings. Maybe a nonqualified deferred comp plan.
Ex-AllStar