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- Restricted stock activity - where to report it.
Restricted stock activity - where to report it.
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royw1952
Level 1
04-02-2022
08:55 AM
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Received a report from a broker for restricted stock activity. It shows "Lapse Detail - RSU" and "Tax Details". Does not even provide an EIN. Where should the information, which includes federal, state, social security and medicare withholding, be reported? Should the client have received some other tax document?
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2 Comments 2
Just-Lisa-Now-
Level 15
04-02-2022
09:10 AM
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was probably included in the W2 already.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
rbynaker
Level 13
04-02-2022
09:21 AM
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You might also ask if anything was sold. There could be a 1099-B floating around out there. I always get a year-end paystub to tie the earnings into the W-2 and the basis back into the shares of stock. Broker reporting of basis is kind of hit-or-miss so if you don't need this info this year, you'll likely need it at some point in the future.
Rick
