mjpersely’s Activity

Sat Feb 22

NL

Boards Post

mjpersely replied to the Tax Strategies board. 7:22 AM

Re: Incentive Stock Options, W2 and 1099-B issue

Thanks everyone for the clarifications, much appreciated. Should be able to do the correct reporting on the tax return now.

Will return to this post if have any other questions, and again thanks for responding to this thread.

Fri Feb 21

NL

Boards Post

mjpersely replied to the Tax Strategies board. 6:36 AM

Re: Incentive Stock Options, W2 and 1099-B issue

Thanks for the input....need to wrap the head around this one.

First item of confusion is that if the net proceeds/profit is added to the cost basis, it may not be the same number as the " cost basis " reported by the 1099-B to [more]

Thu Feb 20

NL

Boards Post

mjpersely posted to the Tax Strategies board. 8:01 PM

Incentive Stock Options, W2 and 1099-B issue

Hello,
I am hoping someone might know what to do in this situation or had a similar situation. Here are the facts:

Some company incentive stock options were excercised and then immediately sold the same day.

The company's HR [more]

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Very First Post Re: MLP tax consequences (3/9/2007)
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