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Subject:  Determining stock options sell/exercise date Date:  1/7/2000  4:45 PM
Author:  klynn2023 Number:  24598 of 127753

On 12/27/1999 I requested my broker do a same day sell on 600 shares of ISO stock options. My broker says the "sell" took place on 12/30/1999. My stock option adminsitrator says the "exercise" occurred on 1/4/2000.

Which year do I report the income -- 1999 or 2000? I'd like to report it in 1999 so I can option more this year without raising my taxable income too terribly high. Most important though, I want to do whatever keeps out of trouble with the IRS.

Someone please help this confused fool.

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