rbynaker
Level 14
04-22-2021
08:42 PM
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Restricted stock doesn't get any special W-2 reporting. I always get the "final" paystub for the year which should show the YTD RSU vesting income included as ordinary income. Then I tie it back to each vested lot in a spreadsheet. Some of the vested shares may have been withheld to cover the taxes, depends on how the employer handles it so be sure to track the number of shares through the process.
Rick