BelindaJC34

Thank you very much, Max!  I will ask for 2018 version.

Thanks, Max, for your reply.  

I got a YE statement from Equatex, but they do not tie in with the Form 1099-B nor W-2 box 14.  Could you please tell me what kind of spreadsheet that your client gave you?  I will ask my client for the same spreadsheet.  Thank you.

Hi Max,

I hope you have solved the discrepancies.  I have a new client who also works for Genentech and receives RSU and SSAR from Roche in his W-2 box 14.  I  cannot reconcile his W-2 with his Equatex statements.  Did you ask your client to provide you with any additional statements?  I am trying to determine his cost bases.  Please shed some light on how you reconciled the RSU and SSAR with the Form 1099-B.  Thanks in advance for your help.