Hi, I need help confirming whether I entered the correct cost basis for RSU and ESPP sales reported on my Fidelity 1099-B. Situation: On my 1099-B from Fidelity, I had two types of stock sales: Section 1: Long-term transactions reported to IRS (Box D checked) Two equities were sold: Equity X: Cost basis in 1099-B matched…
Hi, I need help confirming whether I entered the correct cost basis for RSU and ESPP sales reported on my Fidelity 1099-B. Situation: On my 1099-B from Fidelity, I had two types of stock sales: Section 1: Long-term transactions reported to IRS (Box D checked) Two equities were sold: Equity X: Cost basis in 1099-B matched…
I have 87 stock transactions in my account. About half are for ESPP and the others are for regular stock and option sales. Can I use 'one-at-time' option for the ESPP sales and then the summary option for the rest of transactions?
Was filing my return this year and saw it wanted me to carryove my capital gains loss. I thought thats weird, I had made money last year on my espp sale. So i went digging and uncovered the messy truth. I received two 1099-B's last year. I reported Proceeds from one of them and reported my adjusted cost basis from my…
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