If you have RSUs or stock options you will probably need to log into E*Trade and pull a supplement tax form that includes information not included on your year-end 1099. We will need this form in order to properly report the gains or losses on your tax return.
This is what the form will look like:
Steps to download your Supplemental Tax Form
1. Log in and navigate to the Tax Center
2. Select the brokerage account that you have your equity shares in
3. Download the Stock Plan Transactions Supplement
