Colmatt
Level 5

RSU vested in 2020 and some sold on each vesting date to cover taxes.  I assume I just use the price sold as the basis thus no capital gains or losses on these particular shares sold?

Additionally, the shares retained would have the basis match the dates some were sold from their vested batch too?  

All of the above add up to to approximate W-2 included amount .

 

Thanks in advance for your help. Covid brain has made me second guess everything.

 

 

 

 

rbynaker
Level 14

Sounds right.  Often there are nominal transaction fees which may explain your variance.

Vested >> W-2

Sold >> 1099-B (the fee may create a small loss)

Rick

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