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04 January 2011


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Fidelity does not issue forms 3922 but they do have an abbreviated version (I think) on their monthly investment reports. Can we assume they have considered the elements of the form 3922 when they issue the form 1099-B? so we don't have to make any adjustments, yes or no?

Form 3922 and Form 1099-B are separate forms for different purposes and IRS regulations, and it is likely they are prepared by separate areas of firm. You should not assume they look at Form 3922 when preparing the 1099-B. The Form 3922 can help you with the tax return reporting on Form 8949 when the 1099-B does not have all the information or shows a basis that is too low. Look in the Tax Center on myStockOptions.com at the annotated examples for employee stock purchase plan in the section on Reporting Company Stock Sales.

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