Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

stock options listed on w-2

Heart
Level 2

taxpayer has w-2 listing V in box 12 for stock options, and in box 14 an amount for restricted stock

how is this handled?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
Jim-from-Ohio
Level 11

Gain should already be included in W-2.. need to file Sch. D/8949. need 1099-B but be careful as the basis shown may be showing as zero.. have to dig deeper in form usually to get adjusted basis. should result in about a break even on the Schedule D. 

View solution in original post

0 Cheers
1 Comment 1
Jim-from-Ohio
Level 11

Gain should already be included in W-2.. need to file Sch. D/8949. need 1099-B but be careful as the basis shown may be showing as zero.. have to dig deeper in form usually to get adjusted basis. should result in about a break even on the Schedule D. 

0 Cheers