Difference between revisions of "Tax Report"
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==RSU Tax report== | ==RSU Tax report== | ||
Here are a few facts: (see https://www.benefitaccess.com/forms/rsstock/form65532.pdf) | Here are a few facts: (see https://www.benefitaccess.com/forms/rsstock/form65532.pdf) | ||
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| + | Restricted Stock Units (RSU) and TurboTax: Net Issuance | ||
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| + | http://thefinancebuff.com/restricted-stock-units-rsu-and-turbotax-net-issuance.html | ||
* In form w2, the RSU amount is the total amount before shares sold for taxes. | * In form w2, the RSU amount is the total amount before shares sold for taxes. | ||
* In form w2, the federal tax withholdings includes shares sold for tax when vesting RSU | * In form w2, the federal tax withholdings includes shares sold for tax when vesting RSU | ||
Revision as of 23:57, 9 April 2015
Contents
RSU Tax report
Here are a few facts: (see https://www.benefitaccess.com/forms/rsstock/form65532.pdf)
Restricted Stock Units (RSU) and TurboTax: Net Issuance
http://thefinancebuff.com/restricted-stock-units-rsu-and-turbotax-net-issuance.html
- In form w2, the RSU amount is the total amount before shares sold for taxes.
- In form w2, the federal tax withholdings includes shares sold for tax when vesting RSU
If you did not sell RSU
The info w2 form is enough for tax reporting.
If you sold RSU
see http://people.opposingviews.com/report-restricted-stock-units-taxes-8228.html
ESPP Tax Report
Facts: You may see there is an amount of ESPP gain included in W2. This gain is calculated on the time of share acquisition。 You will receive 1099-B if you sold your ESPP
It will not appear on W2, and you do not report this.
If you sold part or all of espp
You need to report an adjustment on form 8949
see http://www.sfgate.com/business/networth/article/How-to-avoid-paying-double-tax-on-employee-stock-6021347.php
