sjrcpa
Level 15

1.You need to know how many shares the $9,429 on the W-2 is for.

2. Divide 9,429 by number of shares to get ordinary income per share.

3. Take the per share amount from Item 2 and multiply by the number of shares sold per 1099-B. Add this to the covered cost of $6,619 to get the total basis of shares sold. 

Theoretically, you'll wind up with a very small gain or loss on the sale.


Ex-AllStar

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