Like the title says, from the filing process and tax questions to tax policy and reform, you can search and share All Things Tax here. This is the place to find answers to all your general questions that don't fall under the other categories. And just a reminder: questions about software or online filing should be posted in DIY Products.
02-18-2018 03:48 PM
I'm having a hard time determining if I am supposed to report my 1099-B. These are from stocks as part of compensation by employee. I haven't sold them, but still obtain a 1099-B form as they've vested and are available for sale. They are included on my W-2, however when I try and report the 1099-B it doesn't seem I have enough information to complete. My form only includes boxes 1a-1e and nothing else. I haven't received any dividends from the stock so the 1099-B form is the only I have. Help! Do I report this info, or is it something I don't report until I actually sell my stock?
02-23-2018 09:46 PM
Welcome to H&R Block Community.
Since the stocks haven’t been sold, and you have limited information on your 1099-B, the 1099-B is just an informational form reporting the basis. You should report the information on your W-2 exactly as reported to you and do not report this 1099-B.
I hope this helps you out!
If you have additional questions about your specific situation, please feel free to chat in to our Ask A Tax Advisor where it is private and we can discuss your specific return. You can follow the instructions here to get to the chat program: https://community.hrblock.com/t5/Community-Library/How-do-I-access-chat/ta-p/94368
Tax Research Specialist