Reporting stock grants without a W2

[KathyIllick]

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?

[Terry53029]

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

[rbynaker · Accepted solution]

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.

[KathyIllick]

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

[KathyIllick]

Thanks, I'll check that out!