itonewbie
Level 15
02-18-2021
08:29 AM
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It is expected that the numbers on the W-2 and 1099-B will be different.
What gets reported on the W-2 is the bargain element only.
Assuming that the Box 1 amount for the disqualifying disposition of ISO is already picked up by Charles Schwab, the basis reported on the 1099-B should include both the option price and the bargain element.
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