Understanding capital gains and losses for stock plan transactions

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This presentation showcases why calculations for stock plan transactions may not always be straightforward and could require a participant to refer to more than just the Form 1099-B for cost basis information. There will be an opportunity for questions, as well as discussion about additional information that might be needed for filing taxes (and where to find it).


Carlos Reyes
Senior Stock Plan Participant Educator, E*TRADE Financial Corporate Services, Inc.

Carlos Reyes is a Senior Stock Plan Participant Educator at E*TRADE Securities LLC. Reyes has been in the financial industry for over 20 years and has held positions in management, brokerage services, marketing, and business ownership. As a Senior Stock Plan Participant Educator, Reyes is responsible for delivering comprehensive education to participants regarding their equity compensation awards.