ljwalters Posted March 8, 2013 Report Share Posted March 8, 2013 Just got threw filling out the 8849 with ESPP. The 1099B showed the basis as the exercised price. Not including the amount included in W2 wages. So I filled out the 8949 with code A basis showing the put an adjustment as a negative number to lowere the gains using code B (basis shown in box 3 form 1099B incorrect. Then under explanation of Basis if other than cost I put------difference in basis is included in W2 DID I DO this wright. Quote Link to comment Share on other sites More sharing options...
Jill Kubiak Posted March 9, 2013 Report Share Posted March 9, 2013 That is the way I did one for United Health Group. I had been doing them long hand until this change in reporting requirements, so I worked through the worksheet to be sure and the brokerage didn't have the amount from the w-2. Quote Link to comment Share on other sites More sharing options...
ljwalters Posted March 9, 2013 Author Report Share Posted March 9, 2013 Thanks Jill, I guess I'll just send it off then. Quote Link to comment Share on other sites More sharing options...
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