eva
Level 3

I have difficulty filling out Part VI for RSU's.

Client had 55 Amazon RSU's. He sold 25 in June 2017 and then 21 in December 2017.  He was fully taxed by "sale to cover." 

On 6/15/2017 - 25(b) I put 55 shares; in 25(g) I put 25 shares as the same number of shares sold paid for the taxes.

On 12/15/2017 - 25(b) I put 55 shares; in 25(g) I put 21 shares as again, the same number of shares sold paid for the taxes.

Are above entries correct?

Another issue is that the client no longer works for Amazon, so his 2017 W2 does not reflect these tax payments, which for sure were made.  Shall I ask for W2's showing the stock tax deductions?

Thank you for your help!

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