- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi all - some help please
Client has RSU's that were sold both by his employer and a further tranche by him personally.
The employer sold tranche is on his W2, RSU detail in box 14 as $80k.
1099 from his broker shows an additional $36k of sales, the 1099 supplement shows adjusted cost basis of $35k. Have completed to 1099-B worksheet and added adjustment amounts so that $1k of ST gains flow through to the 1040.
Question: Do I need to further verify the $80k in his W2?
In previous filings I have seen a recon from the broker 1099 supplement which tallies up the $ proceeds in the W2. This broker does not provide such a recon and the employer is also unhelpful in providing a recon ie. how many shares sold at what price, or any other detail.
Thanks for any guidance
Nolan