rbynaker
Level 14
02-16-2022
01:03 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
It's easy for things to get convoluted so I always reconcile them and keep a spreadsheet. With the market volatility from the past few years there may also be wash sale adjustments floating around that nobody is tracking.
With RSUs, the W-2 income is from the vesting, it has nothing to do with sales. What I usually see are lots such as 5 shares vested, 2 shares withheld for taxes and 3 shares delivered to the broker. So the W-2 has the income from 5 shares but the broker only sold 3. So I always track everything per share and follow the money. A year-end paystub may also be helpful.
Rick