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I received RSU grants in 2017. Some were automatically sold
I received RSU grants in 2017. Some were automatically sold upon vesting and show up as income on my W2. However, I did not receive money from that transaction. How do I zero this out on the schedule … read more
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Lev
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I am looking for some help with my 1099-, 3921, 3922, and
I am looking for some help with my 1099-B, 3921, 3922, and Gains & Losses documents. … read more
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I received a statement of taxable Income exercises with 83()
I received a statement of taxable Income for unvested exercises with 83(b) on Vest. There is a column showing w-2 income for $199K. I also have confirmation statements where the stock was sold and tax… read more
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In 2015, I received a paystub showing 10K under NSTKOP that
In 2015, I received a paystub showing 10K under NSTKOP for stocks that vested and appeared in all my subsequent paystubs cummulative gross pay amount through the end of the year. Though I did not rece… read more
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Robin Which date to be shown as an acquired date when we
Hey RobinWhich date to be shown as an acquired date when we report RSUs on 8949 form of the taxes? Is it Award Date? or Vested Date?… read more
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I am cofounding a tech company based in California with a US
Hi I am cofounding a tech company based in California with a US based cofounder. The cofounder is also the CEO of the company. He incorporated the company and prepared several legal documents via Cler… read more
Lev
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My company was bought by Private Equity. All RSUs forward
My company was bought by Private Equity. All RSUs forward vested and paid out in 2014. The company did not use Etrade (our Stock Plan Manager) for this transaction. All proceeds paid directly to me. A… read more
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RSU stocks have no actual coast basis or exercise paid out,
RSU stocks have no actual coast basis or exercise paid out, the cost basis is only used to figure out the taxes upon vesting.... correct?… read more
Lane
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Hi there, my company converted from an LLC to a C-Corp this
Hi there, my company converted from an LLC to a C-Corp this year. I owned interests in the LLC and now own RSUs in the new C-Corp. I did not sell any of those. Do I have to report anything on my tax r… read more
Stephen G.
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I retired in 2012. I had been granted 120 RSUs which vesting
I retired in 2012. I had been granted 120 RSUs which vesting was accelerated due to my retirement date. The shares vested were 120 and 30 shares were used to pay taxes. The total amount for the 120 sh… read more
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How can I report Non covered securities on 8949? I do not have
How can I report Non covered securities on 8949? I do not have the base price all I have is Sales Price less commissions and option premiums Also what are the codes on W2 under column 12 which shows a… read more
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How are RSU treated in US for non residents. The RSU was awarded
How are RSU treated in US for non residents. The RSU was awarded on assignment to US in 2006 but vested (in 2 lots in 2008 and 2010) after employee left the US. Is the vested amounts taxable ? If so,i… read more
Robin D.
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I had Restricted stock units vest last year. When it vested,
I had Restricted stock units vest last year. When it vested, my company took some of the stock to pay the taxes on the value of the remainder. In the lot, let's say after taxes, there were 100 vested … read more
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RSU and Capital Gain Tax rates. I have an RSU that vests this
RSU and Capital Gain Tax rates. I have an RSU that vests this year. At vesting an equivalent number of shares are used to cover the income tax liability. If I choose to sell the balance of the shares … read more
Lev
Lev
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I wanted to verify that I have handled the taxes on the repurchase
I wanted to verify that I have handled the taxes on the repurchase of my wife's restricted stock correctly. She received some units earlier in 2011 with an agreement stating a value of $0 for the unit… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I worked for a startup company that gave me stock as part ...
I worked for a startup company that gave me stock as part of joining the company. By the time I left the company all the shares had vested. There was no forfeiture when I left the company. 2 years lat… read more
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This year I need to report ESPP and in addition my company ...
This year I need to report ESPP and in addition my company has started issuing RSU's. My main issue is finding out how to report the RSU's. Advice on the ESPP would be an added benefit. The info I hav… read more
Bill
Bill
Master's Degree
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I excercised an employee stock option. Federal taxes ...
I excercised an employee stock option. Federal taxes were withheld and I recieved the proceeds. My employee has reported this information on my year end W2 form. The broker that processed the option s… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
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