S
sf1698pob
Guest
My friend exercised her stock options and sold them thru the Bank of New York (BNY). She received a document from them titled "Exercise Summary." She's just now realized that she never received a 1099-B form from BNY. She called them, and they can't even find a copy!
BNY merged last year with another entity, so their records are a bit of a mess, she was told.
Using TaxCut software, can she file a tax return without the 1099-B form? If so, what info goes where (w/ regards to 1099B)? The only info she has is that document she received, which has the following info:
EXERCISE SUMMARY
Plan 1999
Exercise Date
Grant Date
Options Exercised
Option Price
Market Price
Sale Price
EXERCISE CALCULATIONS
Sales Proceeds
Total Option Price
Withholding Tax
Reg Fee
Transaction Fee
Wire Fee
Net Cash Due Optionee
Options Exercised
Number of Shares Sold
Shares Retained
Total Due Company
TAX SUMMARY
Amount Subject to Alternative Minimum Tax
Any help appreciated! Thx!
BNY merged last year with another entity, so their records are a bit of a mess, she was told.
Using TaxCut software, can she file a tax return without the 1099-B form? If so, what info goes where (w/ regards to 1099B)? The only info she has is that document she received, which has the following info:
EXERCISE SUMMARY
Plan 1999
Exercise Date
Grant Date
Options Exercised
Option Price
Market Price
Sale Price
EXERCISE CALCULATIONS
Sales Proceeds
Total Option Price
Withholding Tax
Reg Fee
Transaction Fee
Wire Fee
Net Cash Due Optionee
Options Exercised
Number of Shares Sold
Shares Retained
Total Due Company
TAX SUMMARY
Amount Subject to Alternative Minimum Tax
Any help appreciated! Thx!