qbteachmt
Level 15
03-27-2023
04:07 PM
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Box 14 is informational. It explains some of what is already in Box 1.
ESPPDD = Employee Stock Purchase Plan, Disqualified Disposition. That's informational. It's here:
https://turbotax.intuit.com/tax-tips/investments-and-taxes/employee-stock-purchase-plans/L8NgMFpFX
They sold some stock earlier than the holding requirement.
The RSU info is Basis. The basis as of the vesting date. Those are not by definition the shares sold. Although some are sold to cover tax withholdings, when base salary (or a bonus) isn't going to cover the taxes. That likely is the DD sale, in fact. Someone would have provided a settlement sheet from payroll or the ESPP (plan); you should have more than a W2.
Try this topic to understand how dates matter:
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