Reporting stock grants without a W2

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I have a client who received a stock grant from a former employer for which taxes (withholding, FICA, and Medicare) were withheld but no W2 was issued. How can I report the income and the taxes withheld?

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rbynakerAnswer

Level 13

There should be a W-2 somewhere. Maybe it's only available for download from a portal (which your client may or may not have access to).

Try getting on a 3-way call with the client and the former employer and see if you can get anywhere.

T

Terry53029

Intuit Community Champion

Quite a few stock option plans out there. You need to know the details of the plan for your client. Here is a good article from the tax advisor.

https://www.thetaxadviser.com/issues/2019/may/stock-based-compensation-basics.html

K

KathyIllickAuthor

Level 3

Thanks, I'll check that out!

rbynakerAnswer

Level 13

There should be a W-2 somewhere. Maybe it's only available for download from a portal (which your client may or may not have access to).

Try getting on a 3-way call with the client and the former employer and see if you can get anywhere.

K

KathyIllickAuthor

Level 3

That's a good idea. He doesn't seem to be getting anywhere with them by himself. Thanks!

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