Regional Vice President of Sales The Retirement Plan Company
|
Bates & Company, Inc.
|
AimPoint Pension
|
Loan & Distribution Specialist AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Compass
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
How to Avoid Overpaying Taxes on Stock Sales
myStockOptions.com Mar. 27, 2019
"[F]or sales of company stock acquired from most grants of equity compensation and ESPPs, brokers will report to the IRS and you the unadjusted partial basis for all grants.... [1] [E]nter the Form 1099-B cost basis in column (e) of Form 8949.... [2] Identify the type of capital gain or loss.... [3] Adjust the gain or loss.... [4] Explain the reason for the adjustment.... [5] What to do if no cost basis is shown."
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |