My client has a 3922 and 1099b from the employer How to enter them correctly so i don't overcharge her taxes

CORPORATION'S federal identification number: 91-2197729 OMB No. 1545-2129 2018 Form 3922 Tesla, Inc. Attn: Stock Plan Services 6800 Dumbarton Cir Fremont CA 94555 Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c) This is important tax information and is being furnished to the Internal Revenue Service Copy B For Employee Reep for your records EMPLOYEE'S identification number Date option Date option Fair market Fair market ExerciseNo. of shares Date legal Exercise price per share . |share determined as if the granted exercised value per value per price paid per transferredtitle transferredoption was exercised on hare on grant date exercise date share on the date shown in box 1 Box 5 (Box 2) Account Number: 201817851 08/3 1/2018 $281.29 $301.66 $256.41 03/01/2018 08/31/2018 $330.93 From 1/1/2018 to 12/31/2018 Statement of Taxable Income Tesla, Inc. Attn: Stock Plan Services 6800 Dumbarton Cir Fremont CA 94555 Adjusted for AMT Income Calculation Value Price/Tax Value Total NumberDate Sale Price Shares Price $334.0650 2162018 $332 s $334.07 $1,333.40 30 00 $0.00 90.00 30 00 0.00 0.00 30 00 $0.00 50.00 11/15201s $601 03 $842.22 /10/2017 S345.18 $1,438 80 $719.40 $712.01 $7,984.34 Tesla, Inc. Attn: Stock Plan Services 6800 Dumbarton Cir Fremont CA 94555 Statement of Taxable Income -Stock Purchase From 1/1/2018 to 12/31/2018 Value on Purchase Purchase Purchase Price Shares on Purchase Purchase Date Grant on Grant Discount on Sale Total Sale W-2 Sale Date Price Date Grant Date Price DISQUALIFYING DISPOSITIONS $355.908/6/2018 $301.669/10/2018 $2,135.40 $1,206,64 $1,275.10 3/1/2017 $1,025.64| 3/1/2018 08/312018 $256.4110 $181.00 $1,041.30 W-2 Income for Disqualifying Dispositions is the difference between the Total Value on the Purchase Date and the Total Purchase Price. Total W-2 Income $1,041.30 E TRADE SECURITIES LLC JERSEY CITY NJ 07303-0484 Account No Account Name Taxpayer Identification Number Account Executive No ORIGINAL 12/31/2018 FORM 1099-B TOTALS SUMMAR REALIZED GAIN /LOSS SUMMARY REALIZED GAIN OR (LOSs RKET WASH SALE LOSS SHORT-TERM GAINS OR (LOSSES) -REPORT ON FORM 8949, PARTI COST BASIS $2.300,74 $0.00 $000 DISCOUNT Box A- Ordinary- (basis reported to IRS) Box B (basis not reported to IRS) Box B- Ordinary (basis not reported to IRS) $3,149.64 $0.00 $3,118.29 $0.00 $0.00 $0.00 $0.00 50.00 $0.00 $848.90 s0.00 58.118.29 Total Short-Term $11,267.93 $0.00 $8,967.19 LONG-TERM GAINS OR (LOSSES) -REPORT ON FORM 8949, PART Box D (basis reported to IRS) Box D- Ordinary- (basis reported to IRS) Box E (basis not reported to lRS) Box E - Ordinary (basis not reported to IRS) $0.00 $0 00 $0.00 50.00 $0.00 $0.00 $0.00 $0.00 so.c0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 50.00 $0.00 S0 00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Long-Term UNKNOWN TERM-CODE (O REPORT ON FORM 8949 PARTI OR PART ll Box B or Box E (basis not reported to IRS) Box B or Box E - Ordinary - (basis not reported to IRS) $0.00 $o.co $0.00 $0.00 $0.00 s0.00 $0.00 $0.00 S0.00 $0.00 $0.00 s0.00 $0.00 Total Unknown Term Account No E TRADE SECURITIES LLC PO BOX 484 Account Name Taxpayer Identiication Number Account Executive No ORIGINAL JERSEY CITY, NJ 07303-0484 ETI RECIPIENT'S Name, Street Address, City, State, and Zp Code Payers Federal Identification Number: 35-216761 Payers Name, Street, City, State, Zip Code: E TRADE SECURITIES LLC PO BOX 484 JERSEY CITY, NJ 0 Copy B for recpient 2nd TIN Notice FATCA Filing Requirement Telephone Number: 800 387 2331 2018 FORM 1099-B: PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS OMB NO. 1545-0715 The information provided below is in accordance with Federal tax regulations structions that govern our reporting requirements. You should review this information ing your or elections. For these reasons, the I IRS requires us to provide you with this reminder. Taxpayers are ultimately responsible for the accuracy of their tax returns Covered Short-Term Gains or Losses on Gross Proceeds Report on Form 8949, Part I with Box A checked Box 2: Type of Gain or Loss-Short-Term Box 5: Box Not Checked (Covered Security) 1099-B data referenced by a Box Number is reported to the IRS. The addional intormaion not relerenced by a Box Number is not r Box 3: Basis Reported to the IRS eponted to the IRS, bui may be hepful to complete you Security Description Date Sold Quantity Sold Acquired or Disposed 6.00000 08/31/2017 D8/D6/2018 400000 083120180%102018 $2.076 57 $1,073.07 $1,275.10 $0.00 $0.00 $0.00 $0.00 TESLA $47.43 CUSIP: 88160R101 $3,149.64 $2,300.74 $3.149.64 $0.00 $0.00 $848.90 $848.90 Subtotals 10.00000 $2,300.74 50.00 $0.00 ITEMS TOTAL The abo "simpo tattarSYOUR FORN 10".coneFOR RECENT-PLEASE RETAIN FOR Page 4 of 7 1 E'TRADE SECURITIES LLC PO BOX 484 JERSEY CITY, NJ 07303-0484 Account Name Taxpayer Identification Number 2/31/2018 OMB NO. 1545-0715 2018 FORM 1099-B: PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS, CONTIN Noncovered Short-Term Gains or Losses on Gross Proceeds Report on Form 8949, Part I with Box B checked UED Box 6: Gross Proceeds Box 5: Box Checked (Noncovered Security) Box 3: Basis Not Reported to the IRS Box 2: Type of Gain or Loss-Short-Term The 1099-8 data referenced by a Box Number is reported to the IRS. The asditional information not by a Box Number is not reported to the IRS, but mary be helprul to complete your seturm Date Sokd Duanily Sola Acepiee Discount Disallowed $332.49 5667 48 50.00 50.00 80.00 50.00 $0 00 $0.00 $0.00 $0.00 50.00 $0.00 $0.00 $0.00 1,00000 02/15/2018 02/16/2018 STOCK $0.00 50.00 $0.00 $0 00 $0.00 $0.00 $887.48 $1.360 49 $283.99 $0.00 $0.00 0.00 s0 00 $0.00 $0.00 50.00 $0.00 $0 00 $0.00 $0.00 $1,350 49 $283.99 5601 03 975.10 1.00000 05/15/2018 05/16/2018 $976.10 $799.81 3.00000 0905/2018 0910/2018 1.00000 11/15/2018 11/16/2018 s0.00 50.00 $0.00 $79981 S712.01 $8,118.29 4.00000 12/05/2018 12107/2018 $1.471.40 $0.00 Subtotals 11 ITEMS TOTAL $8,118.29 $0.00 $0.00 $0.00 EOOT NOTES that sectle in January will be reported on your Form 1099-B in the year they are settled END OF 2018 FORM 1099-B END OF 2018 CONSOLIDATED FORMS 1099 THS S YOR FORM 1099(COPY B FOR REC ENT-PLEASE RETAIN FOR TAX a negligence penalty or other sanction may be imposed on you if the income is tasable and the RS determines tha it has not been reported. Page 5 ot 7 Account No: Account Name: JERSEY CITY, NJ 07303-0484 Account Executive No ORIGINAL 12/31/2018 2018 INVESTMENT DETAILS DETAILS OF 2018 INVESTMENT ACTIVI $332 49 B8160R101 SELL 88160R101 SELL 88160R101 SELL B8160R101 SELL 88160R101 SELL 88160 101 SELL BB160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 2.000 4.000 1.000 $332 50 $333 75 $345.12 $284.00 5300.52 03/13/18 TESLA INC 05/16/18TESLA INC COMMON STOCK 06/11/18 TESLA INC C 09/06/18 TESLA INC $283.99 STOCK STOCK 18 TESLA INC C 2000 3.000 6.000 5975 10 $2 076.57 2.000 3.000 4 000 $349.43 5284 66 $273 26 273.26 0S1018TESLA INC C 5799 81 $1,073.07 $345. 18 $712.01 $1.471.40 STOCK STOCK 09/10/18TESLA INC C 11/16/18 TESLA INC 1206/18TESLA INC COMMON STOCK 2.000 4.000 $356.01 $372.84 12/07/18 TESLA INC COMMON STOCK END OF 2018 DETAILS THIS STATEMENT IS NOT A SUBSTITUTE FOR FORM 1099 AND IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY CORPORATION'S federal identification number: 91-2197729 OMB No. 1545-2129 2018 Form 3922 Tesla, Inc. Attn: Stock Plan Services 6800 Dumbarton Cir Fremont CA 94555 Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c) This is important tax information and is being furnished to the Internal Revenue Service Copy B For Employee Reep for your records EMPLOYEE'S identification number Date option Date option Fair market Fair market ExerciseNo. of shares Date legal Exercise price per share . |share determined as if the granted exercised value per value per price paid per transferredtitle transferredoption was exercised on hare on grant date exercise date share on the date shown in box 1 Box 5 (Box 2) Account Number: 201817851 08/3 1/2018 $281.29 $301.66 $256.41 03/01/2018 08/31/2018 $330.93 From 1/1/2018 to 12/31/2018 Statement of Taxable Income Tesla, Inc. Attn: Stock Plan Services 6800 Dumbarton Cir Fremont CA 94555 Adjusted for AMT Income Calculation Value Price/Tax Value Total NumberDate Sale Price Shares Price $334.0650 2162018 $332 s $334.07 $1,333.40 30 00 $0.00 90.00 30 00 0.00 0.00 30 00 $0.00 50.00 11/15201s $601 03 $842.22 /10/2017 S345.18 $1,438 80 $719.40 $712.01 $7,984.34 Tesla, Inc. Attn: Stock Plan Services 6800 Dumbarton Cir Fremont CA 94555 Statement of Taxable Income -Stock Purchase From 1/1/2018 to 12/31/2018 Value on Purchase Purchase Purchase Price Shares on Purchase Purchase Date Grant on Grant Discount on Sale Total Sale W-2 Sale Date Price Date Grant Date Price DISQUALIFYING DISPOSITIONS $355.908/6/2018 $301.669/10/2018 $2,135.40 $1,206,64 $1,275.10 3/1/2017 $1,025.64| 3/1/2018 08/312018 $256.4110 $181.00 $1,041.30 W-2 Income for Disqualifying Dispositions is the difference between the Total Value on the Purchase Date and the Total Purchase Price. Total W-2 Income $1,041.30 E TRADE SECURITIES LLC JERSEY CITY NJ 07303-0484 Account No Account Name Taxpayer Identification Number Account Executive No ORIGINAL 12/31/2018 FORM 1099-B TOTALS SUMMAR REALIZED GAIN /LOSS SUMMARY REALIZED GAIN OR (LOSs RKET WASH SALE LOSS SHORT-TERM GAINS OR (LOSSES) -REPORT ON FORM 8949, PARTI COST BASIS $2.300,74 $0.00 $000 DISCOUNT Box A- Ordinary- (basis reported to IRS) Box B (basis not reported to IRS) Box B- Ordinary (basis not reported to IRS) $3,149.64 $0.00 $3,118.29 $0.00 $0.00 $0.00 $0.00 50.00 $0.00 $848.90 s0.00 58.118.29 Total Short-Term $11,267.93 $0.00 $8,967.19 LONG-TERM GAINS OR (LOSSES) -REPORT ON FORM 8949, PART Box D (basis reported to IRS) Box D- Ordinary- (basis reported to IRS) Box E (basis not reported to lRS) Box E - Ordinary (basis not reported to IRS) $0.00 $0 00 $0.00 50.00 $0.00 $0.00 $0.00 $0.00 so.c0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 50.00 $0.00 S0 00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Long-Term UNKNOWN TERM-CODE (O REPORT ON FORM 8949 PARTI OR PART ll Box B or Box E (basis not reported to IRS) Box B or Box E - Ordinary - (basis not reported to IRS) $0.00 $o.co $0.00 $0.00 $0.00 s0.00 $0.00 $0.00 S0.00 $0.00 $0.00 s0.00 $0.00 Total Unknown Term Account No E TRADE SECURITIES LLC PO BOX 484 Account Name Taxpayer Identiication Number Account Executive No ORIGINAL JERSEY CITY, NJ 07303-0484 ETI RECIPIENT'S Name, Street Address, City, State, and Zp Code Payers Federal Identification Number: 35-216761 Payers Name, Street, City, State, Zip Code: E TRADE SECURITIES LLC PO BOX 484 JERSEY CITY, NJ 0 Copy B for recpient 2nd TIN Notice FATCA Filing Requirement Telephone Number: 800 387 2331 2018 FORM 1099-B: PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS OMB NO. 1545-0715 The information provided below is in accordance with Federal tax regulations structions that govern our reporting requirements. You should review this information ing your or elections. For these reasons, the I IRS requires us to provide you with this reminder. Taxpayers are ultimately responsible for the accuracy of their tax returns Covered Short-Term Gains or Losses on Gross Proceeds Report on Form 8949, Part I with Box A checked Box 2: Type of Gain or Loss-Short-Term Box 5: Box Not Checked (Covered Security) 1099-B data referenced by a Box Number is reported to the IRS. The addional intormaion not relerenced by a Box Number is not r Box 3: Basis Reported to the IRS eponted to the IRS, bui may be hepful to complete you Security Description Date Sold Quantity Sold Acquired or Disposed 6.00000 08/31/2017 D8/D6/2018 400000 083120180%102018 $2.076 57 $1,073.07 $1,275.10 $0.00 $0.00 $0.00 $0.00 TESLA $47.43 CUSIP: 88160R101 $3,149.64 $2,300.74 $3.149.64 $0.00 $0.00 $848.90 $848.90 Subtotals 10.00000 $2,300.74 50.00 $0.00 ITEMS TOTAL The abo "simpo tattarSYOUR FORN 10".coneFOR RECENT-PLEASE RETAIN FOR Page 4 of 7 1 E'TRADE SECURITIES LLC PO BOX 484 JERSEY CITY, NJ 07303-0484 Account Name Taxpayer Identification Number 2/31/2018 OMB NO. 1545-0715 2018 FORM 1099-B: PROCEEDS FROM BROKER AND BARTER EXCHANGE TRANSACTIONS, CONTIN Noncovered Short-Term Gains or Losses on Gross Proceeds Report on Form 8949, Part I with Box B checked UED Box 6: Gross Proceeds Box 5: Box Checked (Noncovered Security) Box 3: Basis Not Reported to the IRS Box 2: Type of Gain or Loss-Short-Term The 1099-8 data referenced by a Box Number is reported to the IRS. The asditional information not by a Box Number is not reported to the IRS, but mary be helprul to complete your seturm Date Sokd Duanily Sola Acepiee Discount Disallowed $332.49 5667 48 50.00 50.00 80.00 50.00 $0 00 $0.00 $0.00 $0.00 50.00 $0.00 $0.00 $0.00 1,00000 02/15/2018 02/16/2018 STOCK $0.00 50.00 $0.00 $0 00 $0.00 $0.00 $887.48 $1.360 49 $283.99 $0.00 $0.00 0.00 s0 00 $0.00 $0.00 50.00 $0.00 $0 00 $0.00 $0.00 $1,350 49 $283.99 5601 03 975.10 1.00000 05/15/2018 05/16/2018 $976.10 $799.81 3.00000 0905/2018 0910/2018 1.00000 11/15/2018 11/16/2018 s0.00 50.00 $0.00 $79981 S712.01 $8,118.29 4.00000 12/05/2018 12107/2018 $1.471.40 $0.00 Subtotals 11 ITEMS TOTAL $8,118.29 $0.00 $0.00 $0.00 EOOT NOTES that sectle in January will be reported on your Form 1099-B in the year they are settled END OF 2018 FORM 1099-B END OF 2018 CONSOLIDATED FORMS 1099 THS S YOR FORM 1099(COPY B FOR REC ENT-PLEASE RETAIN FOR TAX a negligence penalty or other sanction may be imposed on you if the income is tasable and the RS determines tha it has not been reported. Page 5 ot 7 Account No: Account Name: JERSEY CITY, NJ 07303-0484 Account Executive No ORIGINAL 12/31/2018 2018 INVESTMENT DETAILS DETAILS OF 2018 INVESTMENT ACTIVI $332 49 B8160R101 SELL 88160R101 SELL 88160R101 SELL B8160R101 SELL 88160R101 SELL 88160 101 SELL BB160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 88160R101 SELL 2.000 4.000 1.000 $332 50 $333 75 $345.12 $284.00 5300.52 03/13/18 TESLA INC 05/16/18TESLA INC COMMON STOCK 06/11/18 TESLA INC C 09/06/18 TESLA INC $283.99 STOCK STOCK 18 TESLA INC C 2000 3.000 6.000 5975 10 $2 076.57 2.000 3.000 4 000 $349.43 5284 66 $273 26 273.26 0S1018TESLA INC C 5799 81 $1,073.07 $345. 18 $712.01 $1.471.40 STOCK STOCK 09/10/18TESLA INC C 11/16/18 TESLA INC 1206/18TESLA INC COMMON STOCK 2.000 4.000 $356.01 $372.84 12/07/18 TESLA INC COMMON STOCK END OF 2018 DETAILS THIS STATEMENT IS NOT A SUBSTITUTE FOR FORM 1099 AND IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY