rbynaker
Level 14
02-16-2023
10:28 AM
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I always get a year-end paystub from the client and tie into the RSU income. Then tie shares issued to the broker statements as either sold or still held on 12/31/xx. The brokers are supposed to report this with 100% gain on the 1099-B but then you make the adjustment on the 8949 for W-2 compensation basis.
The Fidelity supplemental info is probably correct. If there's a loss though, you might check +/-30 days for wash sale adjustments on any newly acquired shares.
Rick