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Cost-basis reporting > Sample Document

Cost Basis Cheat Sheets
Mar 30,2021

Cheat sheets that explain how to calculate the cost basis of shares acquired under compensatory stock awards.

ISO/ESPP Flow Charts: Section 6039 Flow Charts
Jan 12,2021

This presentation are a set of example sample flow charts that explain how employees should use the information in Forms 3921 and 3922 to report ISO and ESPP transactions on their tax returns. There are separate flow charts for situations where the 1099 reporting is unknown, is known to be net of fees, and is known to not be net of fees.

Sample FAQs on Cost-Basis Reporting
Jan 01,2019

Sample FAQs on cost-basis reporting that stock plan administrators and others can use to develop FAQs for their stock plan participants.

Cost-Basis Reporting Flow Chart for NQSO
Jan 25,2016

A sample flow chart explaining how to report sales of shares acquired under NQSOs on IRS Form 8949.

Restricted Stock Flow Charts: Cost-Basis Reporting Flow Chart for RSA
Jan 25,2016

A sample flow chart explaining how to report sales of shares acquired under RSAs on IRS Form 8949.

Cost-Basis Reporting Flow Chart for RSU (with Deferral)
Jan 25,2016

A sample flow chart explaining how to report sales of shares acquired under RSUs that are not subject to deferred payout on IRS Form 8949.

Cost-Basis Reporting Examples for ISOs
Jan 25,2016

Examples of Form 1099-B, Form 8949, and Schedule D for various scenarios involving shares acquired under ISOs.

Cost-Basis Reporting Examples for ESPPs
Jan 25,2016

Examples of Form 1099-B, Form 8949, and Schedule D for various scenarios involving shares acquired under an ESPP.

Cost-Basis Reporting Example for RSUs
Jan 25,2016

Examples of Form 1099-B, Form 8949, and Schedule D for a sale of shares acquired under an RSU.

Sample Email: Five Things You Need to Know About Form 1099-B
Jan 25,2016

A sample of an email that could be sent to employees alerting them to the fact that the cost basis reported on Form 1099-B for shares acquired under company stock plans may not be correct.

Sample Email on Cost Basis
Jan 24,2015

A sample of an email that could be sent to employees alerting them to the fact that the cost basis reported on Form 1099-B for shares acquired under company stock plans may not be correct.