Ever since I wrote Restricted Stock Units RSU Sales and Tax ReportingI received many questions. They all relate to sell-to-cover, which is the default, and often the only option people have for their restricted stock units RSU. I must have not been crystal clear in my previous post. Otherwise I would not have received so many questions. I thought of a better way to explain it. So hopefully it is clear this time. For background on RSUs and tax withholding, please also read my previous post Restricted Stock Units RSU Tax Withholding Choices. The company sold 40 shares for taxes. You received 60 shares. The company gives you a cash bonus. The company adds this cash bonus to your W You use the cash bonus to buy shares. Buying shares by itself does not trigger any taxes. The company sells some shares on your behalf for tax withholding. In our example, they sell 40 shares on your behalf. You may have to report sales of stocks on tax tax return. There can be two variations here. The company does not use a broker. The company uses a broker. The shares are sold after vesting. The sale price may be slightly different from the price at vesting. If you sell some of your remaining shares, you will have to report sell on your taxes separately. You report on your taxes:. If the shares are sold at a lower price, you show a loss instead of a gain. The loss can offset capital gains elsewhere. You hand over the money from the stock sale to your employer. Your employer remits the money to the federal and state tax cover. They add the taxes paid to the withholding numbers on your W Finally, your employer gives you the remaining shares. You bought shares in step 2. They sold 40 shares on your behalf in step 3. You have 60 shares left. Whenever you sell these shares, you have to remember this cost basis. You will report the gain or loss in the year you sell these remaining shares. I hope this post addresses all the questions. Mortgage rates came back down! Let banks compete for your loan. Get up to 5 offers at LendingTree. April 10, at 1: Instead, they issued a separate statement of taxable income to show only RSU income total. How do you report the income and TAXES paid Cash Transfer in TaxCut or any of the usual tax software? April 10, at 6: Check your paystubs before and after the RSU vesting date. Compare the difference in YTD total with the actual withholding taken from the paycheck. The employers are REQUIRED to include them on the W In Cash Transfer, RSU vesting can be deconstructed in the same way as I outlined in this post, except in step 3, instead of selling shares, you give the employer cash and in step 5, you receive more shares. In effect, you are buying those additional shares from the employer at the closing price on the vesting date. April 10, at 3: April 10, at I have a RSU Sell to Cover scenario. The employer gave me approx. April 11, at Did you fill out the word verification? Type the new set of letters and you should be good to go. TFB — My mistake. The tax was accounted for. Just by coincidence, my K maxed out that same paycheck and taxes increased. Came across your blog yesterday doing taxes and searching for RSU. I will definitely be a regular! April options, at Also … for the RSU entries in TurboTax … what does the Shares Withheld indicate … exercisable but unsold shares? April 13, at Kirk — As I wrote toward the end of this post, you will report the gain or loss in the year you sell cover remaining shares, in the same fashion as if you bought those shares with a cash bonus from your employer. For the 17 shares you are still holding, you report whenever you sell them. I think the extra guidance in TurboTax Premier confuses more than it helps. You might find you are better off with the spreadsheet-style data entries. But it seems to me a sell-to-cover at a loss should always be considered a wash sale. Or does it not work that way because the share transaction is considered one indivisible unit? April 13, at 1: Wash sale does not apply in that situation. See example 2 in Wash Sales and Replacement Stock on Fairmark. I am using Turbo Sell and having problems with the restricted stock. I had 1, shares vest this year. In Turbo Tax, I am tax these two transactions as seperately and then inputing the same award tax for each sale. When Turbo Tax computes what my income from these shares on my W-2 is, it is comping up as exactly double. Any help you can offer would be appreciated. See if these screenshots are helpful to you. Let me try to explain sell detail. Turbo Options asks me to enter in the lot award info for this transaction. If I enter the original award of 1, which I have already entered in sell the first transaction it double counts my award. Is this a little clearer? I have been trying to figure this one item out for two weeks without any luck. April 14, at June 2, at If a company withholds restricted stock to cover the the tax withholding amounts, must the company liquidate this restricted stock to generate cash to pay the taxing authorities, or can the company pay the taxes from its operating or other account, and then account for the restricted stock withholding as a stock repurchase such that the restricted stock goes back as treasury stock? Curtis — I have no idea what the company does after it withholds the shares from you. Whether it sells them to a 3rd party or it just sells them to itself so to speak, the IRS only accepts cash for taxes. January 18, at 6: I have restricted shares that vested in The company kept shares for taxes. I understand from your examples how to enter these on Schedule D, but my general question is my income shows the value of the full shares, but how does the value of the taxes I already paid with the shares show up? Please help simplify this. January 18, at 7: February 4, at 9: I paid cash on the witholding tax due on my restricted stock. Should I ask for a new W-2 from my employer? All I have now is the transaction detail from Computershares. I could certainly add the amounts to my W-2 both income and witholding tax and I would get to the correct number, but I fear this might lead to an audit being the information from the W-2 that the employer sends the government would be different from what I put in my taxes. For the record, I am using TurboTax. February 5, at 1: Nate — You have to be very careful when you look at your paystubs. You have to find the paystub which covers the vesting date and compare the YTD numbers with the YTD numbers on the previous paystub. The same for taxes withheld. If you double checked the numbers and you are sure the W-2 is wrong, ask for a corrected W-2 from your employer. February 6, at 9: I bought shares of my company stock on my own in December of I sold those shares for a loss in January of I netted 81 shares. February 6, at 5: If I were in that situation I would be conservative and options them as replacement shares in a wash sale. Let me put some hypothetical numbers. Applying the wash sale rules: February 14, at 2: TFB — thank you for your detailed explanation on how to properly report RSUs. A couple of questions…. I had some RSUs vested last year, and the company sold shares to cover taxes no choice. However, my W-2 shows the income generated by the vesting, but the tax withholding is not included. Yes, I combed through my paystubs to check carefully if the withholding is correct, but my W-2 shows only the withholding for my normal wages and bonus. So, the only way to solve this is to request a corrected W-2? Also, I believe the company sold shares without using the broker there is no record of transaction on the broker side. Do I still need to report it separately in sch-D? February 14, at 7: SL — If you read my reply to Nate above and you are sure your W-2 is wrong, contact your payroll department. February 23, at 7: February 23, at Paystubs are not official tax documents. Employers can do whatever they want on the paystubs. February 25, at 1: I left a similar question on the screen shot page you referenced above, but thought I would try here as well. Your webpage is the closest I have come to being able to solve the RSU mystery in my tax return using Turbo Tax Premiere. But I am unclear on one thing, in Step 5 you say income and tax withholdings are in the W I found the income and tax withholdings from the Vesting in the W-2, but not from the sale of the RSU. Is that the same thing? Specifically, Turbotax is asking me if the RSU sale was included on the W February 26, at KF — The shares you sold were a subset of the vested RSUs. Use the Spreadsheet-Style Entry or answer Yes to that question. March 13, at 6: My wife has 2 sets of quarterly RSU distributions from the same company. One is clearly sell-to-cover. The Confirmation of Release lists, Award Shares Released, Shares Traded, and Shares Issued. The income is in the W Taxes were withheld by keeping a fraction of the shares. Statements show that those taxes went to the feds. Is there another place to list RSUs besides schedule D? Is Turbotax stupidity or ours? BTW, these are handled by the same brokerage firm. March 30, at 4: This is very useful. Any options what changes if the grant is a Restricted Stock Award instead of an RSU? April 13, at 9: April 14, at 9: One more twist, though. For the 25, no is generated. If the sale of shares for taxes is not reflected in anyis it still required to record it on a Schedule D? You got your bonus, paid your tax, used the rest of your bonus to buy 75 shares. I wrote in this post last year how to do b. I believe method a is fine as well. May 31, at options January 1, at 9: January 12, at 4: Please provide IRS cover number that documents sell to cover rule. A financial planner is telling me that I must pay regular income tax on the entire vested amount. February 2, at This year, we made two trades out of the remaining balance. In any event, what does Acquired cover of short date and lapse date refer to. Dont get the difference in their meaning to know which date to give…. February 3, at 9: Were those shares transferred to this broker from a different place? Yes, the vested date is the same as the lapse date. Lapse means the restriction the R in RSU is removed and you are vested with the shares. February 11, at 4: Half of these lots vested inhalf inbut I sold them all in Am I right in assuming that my W-2 for only included the income from shares that vested and were sold in ? What about the shares that vested in but were sold inincluding one that is being reported as a long-term gain all the others were short-term? February 12, at 7: I have restricted stock units which vested and I sold in February 20, at 2: March 7, at 2: Can you shed some light? Turbotax seems to only stock the cost basis from the shares I actually received from the RSU not the total including the ones held for tax withholding. March 24, at 9: In my RSU total grant of RSUs vested. My employer withheld shares and distributed shares to me. WHAT the heck is this offset about? In I sold the shares I got for a slight short-term capital loss. But this offset makes me wonder if my employer has pioneered some other way of dealing with the taxes. Can it be that instead of a sell-to-cover, the employer substituted this offset thing? I will be so grateful for any answer, even short. Thank you so much. March 24, at Imagine you have a secret paycheck. Your secret paycheck analogy is great, and finally makes the after-tax deduction offset make sense to me. It seems odd for my employer a huge company not to nail the math. Perhaps they are carrying to only 2 decimal places when calculating my RSU earnings, but carrying to more than 2 when calculating the offset giving me a slightly bigger offset deduction than the reported RSU earnings. April 9, at 3: I paid cash to cover the tax of these shares so shares are in my brokerage account. April 10, at 4: I also buy ESPP every 6 months so I guess that half of my RSU vests should be a WASH. ARGH why does this have to be so tricky! April 11, at 7: Wash sale covers the day of sale and 30 days before and 30 days after. Did you buy ESPP shares in that timeframe? Only the actual purchase at the end of the six-month ESPP purchase period counts as purchase. If the sale does fall within 30 days of purchase, I would be conservative and count it as wash sale. You just postpone it to the ESPP shares. April 11, at 9: I had some of my RSUs vest last year. At the time of vesting, I paid the necessary taxes using money in my brokerage account mistake, I am regretting now: I was checking my W2 and I do not see the taxes that were taken sell of my account included anywhere. I checked all my paychecks since the vesting date and I do not see the extra taxes included in any of them. Check your paystubs both before and after the vesting date. April 16, at Thanks for continuing to post and help. From what I read in your posts, if there is no sale it is reported in your W2 and need not be reported elsewhere until it is sold. The error message is this: Employer Stock Compensation Income Wks: April 16, at 2: I said several times in the comments already — stay away from the confusing help provided by TurboTax. Go straight to spreadsheet-style entries. April 16, at 3: Thanks for writing back. You are the hero of the hour! This seems a situation of something that is so simple, it is confusing. April 17, at 6: Rose — It is correct you only report on Schedule D when you sell the shares. You will have to print out the returns from the two software programs you are using and see where the difference comes from. January 6, at 6: This one page cleared all my questions regarding RSUs and reporting the transactions. February 5, at I was given the option and opted to sell-to-cover. The company sold 77 shares leaving me with I have not sold any more shares from this grant. I have since left the company and have been unable to get information from the plan administrator. My question is do I owe any more taxes? February 13, at 1: Tax just wondered why you consider it necessary to file a Schedule D for the sell to cover stock sold at the time of vesting. These stock cover sold by my company, and although I agree that they are sold on my behalf, I have never received a B form related to their sale, so why would I need to account for them in my return? February 19, at 8: February 22, at 4: I kept the shares and then sold them in January Can I record a loss options this? If so, is tax considered a short term capital loss or a long term capital loss? February 23, at 8: In our example, they sell 40 shares on your behalf, i. February 26, at 7: I appreciate the help you are providing. My situation is somewhat similar to your example, with some differences. I have 4 separate share releases, each with own vesting date and closing price. However, ALL of my shares were sold at once and I have only 1 figure for the amount withheld for taxes. Do I divide the figure I have among the lots, keeping the same ratio as number of shares implications each? March 3, at 6: My employer awarded me a stock bonus and an automatic STC transaction happened leaving me less shares. If the stock price were to multiply by 10 in a year would I have been better off paying my own taxes up front and hold all the shares to sell at the high price and pay all the taxes at that time? March 3, at Your concise, clear explanations answered all my questions. And, entering the information correctly instead of the mess I had before I read this resulted in a couple stock thousand dollar difference in my taxes in the good direction! Cost basis always messes me up, and I forgot to multiply it by the number of shares oops. March 10, at 6: March 11, at April 3, at 4: April 5, at I have a similar issue to others. I get an error during final review because my W2 number for RSU doesnt match the vested and sold shares. How do I rectify this? This increases my taxes! It handles the RSUs just fine. If someone gifts me a copy of TurboTax Premier, I will figure out how to please it in the step-by-step interview. April 5, at 5: Hi TFB Great site. I have been following your articles since last year on RSU- decompiled…etc. Have you used TTAX premier to enter the VESTED but unSOLD Sell stocks? My employer sells some RSU to cover for taxes. I sold some and held on to others. All RSU are accounted for in my W2 income. However TTAx errors out during the final checks of T TAX returns — as my totals of RSU sold vs reported in W2 are not equal. Hi TFB; I just saw your previous comment to PatelA on April 5th I will try out the spreadsheet method vs EasyGuide for RSU if I can find it in the TTAX premier…. There are atleast a dozen other users who are facing similar issues for Vested but unsold RSU with TTAX on thier Live Community knowledge base. April 6, at 6: Kevin — I played with TurboTax online. If you sold some and kept some, when it comes to the page where it asks you how much was included in the W-2, just type the same number TurboTax has. The additional income for the unsold shares is not related to the sale. Hi TFB; I have tried your suggestion above i. In doing so the Taxes increases. Part II column d on TTAX If the computed amount is less than column f W2 total RSU wages then you get TTAX error during final check. On TAX there was an option for adding RSU vesting only and I did not have the issue then; only in TTAX they have made this change, hence this error. I can use HRBlock deluxe to do the same. December 5, at 2: I was issued 1, shares in September As such I was issued all my shares. The total FMV of shares was included in my taxes. Subsequent to this, another set tax RSUs vested in March My employer reduced my shares by the number of shares I owed previously for the September issuance for taxes plus the shares for taxes in in the current year. There was no brokage firm involved, and it was a net issuance. I was supposed to receive 3, shares but my shares were reduced to 1, for first issuance, for second. February 6, at Thank you again for this wonderful site and your time answering questions. I have been receiving RSUs for a few years and can now follow and understand them in the 3 places they appear on my paystub — in the earnings section, stock the taxes section, and in the after-tax deductions section, where the RSU offset shows up. This refund figure is a negative number unlike the RSU offset figure, which is always a positive number. Can you tell me what this is? What does it mean in terms of tax treatment when 1 the RSUs vest and 2 I later sell the shares that actually come to me? My employer does a sell-to-cover whenever RSUs vest, and I get a reduced number of shares from what the grant was. February 16, at February 23, at 9: March 1, at A question — does the share price used when the grant is cover declared matter for taxes in any way i. Would love a link to tax treatment for Employee Stock Investment Programs that include discounted purchase if you have one! That is what gives me the worst headaches on taxes…. March 2, at Ryan — Did you receive a B for the 8 shares sold? If you did, you should account for it on your tax return. The IRS gets a implications of the B. But I do not see one sell seems to reflect the share amount or date of the grant. This stuff gives me headaches! March 6, at 1: March 20, at TFB, I cannot figure out my situation. My RSU broker account still has RSU shares. March 21, at 9: March 21, at March 31, at 7: TFB, Your comments are greatly appreciated. If I do not sell any there is nothing for me to do. Then I need to understand the cost basis. TT asks how many were granted, If you put in the original 1K RSUs looks like you will be double taxed. If instead if you put in in this case RSUs noting were for taxes it leaves the shares to be used as the cost basis. Is this line of thinking correct? Is this last one correct? March 31, at 9: April 8, at 1: This was the most helpful advice I found thus far re: April 10, at 8: I am getting confused in TurboTax. I have RSUs that vested in 2 lots. The first lot I got 83 shares and sold 36 to cover tax, and in lot 2 I got 20 shares and sold 9 to cover tax. I reported both of the sell to cover transactions as Investment Options in TurboTax. Then, I was asked to specify which vest lot I sold the shares from. Is that the right way to do it? I also enter new lot information for every single RSU Investment Sale that I create in TurboTax. Is entering Investment Sales in TurboTax equivalent to filling out a Schedule D? How is it calculating this amount? What have I done wrong? Not in a mood to work as free tech support for them. February 10, at 5: Just wondering if you would mind clarifying this for me… Say I had 10 shares of stock vest this year and 5 were sold to cover taxes. I have not sold the remaining five shares. On Etrade it says the cost-basis is When I put info into Turbotax for cost-basis do Implications use April 7, at I have a bit of an unusual situation. It is a sell to cover transaction with my broker. Apparently the actual sale date was a few days later which makes it fall under How should I handle this? April 7, at 7: Thanks for your reply. The income shows up on my W-2 and the sell to cover would not apply for my income? Check the tax withholding on your paystubs and W Your employer probably already booked the tax withholding in If not, you will have to pay cash cover but you will get a credit in February 9, at 5: Love the breakdown of this. My only dilemma is. The total dollar amount from the of shares sold for sell to cover is slightly more than the actual taxes need for the shares vested. Where and how do I report this gain. Other tricky part is although ti shows as a net gain in my stock transaction on etrade, my cost basis for the RSU vesting was more than the price at which the stocks were sold for sell to cover which would mean I would report a loss. February 9, at 7: Do it as if you bought the shares at the vesting price and sold at a loss. Thanks for all the info. I found it very useful to do my tax returns. February 15, at 7: This was all done in a single brokerage transaction, with the net proceeds being distributed to me. My problem comes when I have to break it down in Turbo Tax. February 15, at You only have the brokerage fees as a loss if there is no price difference between vesting and sale. The wizard in TurboTax is very confusing. Enter it as a regular sale. February 17, at 2: Inmy company awarded me 2 shares, 1 was sold to cover taxes the same day, while other was granted to me which I have not sold yet. I guess I will have to file a schedule D; Should I just go to part I short term gains and fill out same amount Additionally, Implications asks in part III, line Do you have qualified dividends on Formline 9b if yes, Complete the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Formline 44 or in the instructions for Form NR, line 42? What should do I do with this? Or, should I just declare it as ordinary dividend on 9a as well as on Schedule B and forget 9b to reduce paperwork? I am planning to file paper returns. January 12, at 7: I have tried to read through previous comments, but I am still confused and I think I am over thinking things. Do I report this as a purchase transaction with a cost basis? In the examples it seems like you split up the cost basis or am I simply confused? Thank cover and I appreciate your helpful articles! January 12, at January 21, at 4: I get shares, and 40 are sold for taxes, so I get 60 shares remaining in my account. I get sell B from etrade for the sales of these stocks the sale of the 40 shares, I did not sell any of the 60 shares I end up with. However, this income is also included in Box1 of my W2. Shares are sold to cover taxes, and now my W2 also shows them as wages. Nothing else on my W2 shows additional taxes paid. When I enter the B, the shares are bought and sold for the same price, so the net gain is 0, and after I enter the B, nothing changes about my return. January 21, at 9: February 2, at 7: March 22, at 8: How does my company decide how many shares of my RSU they will sell to cover the taxes? March 22, at 9: Using a standard withholding percentage. If they sell too many shares you will get a higher refund when you file your tax return. March 23, at So when they sell the shares to pay for my RSU taxes, are the proceeds literally added into box 2, 4, and 6 on my W-2? March 27, at 1: Thank for directing me to this RSU link. My case falls into step 3b of your article. Let me repeat my case: I received a form B of 45 shares of RSU sold at various dates. I did not sell any shares yet. Implications understand that I have to break 45 shares into smaller lots per sale dates. My first break down is 14 shares, and I went back to my stock account, I know that the total share I am vested for 23 shares, and 14 shares were sold to cover for tax and already reported to W2. Two questions from Turbo tax gave me hard time. Number of shares sold: Number of shares traded to cover for tax: However, both cases, I see the amount I own uncle Sam increases a lot. What do I do wrong here? I noticed you mentioned about spread sheet, and enter it manually. How do I get there? March 27, at 3: April 2, at 8: When I did smart check, I got an message of Employer Stock Worksheet: No matter what I do, I still get the same message. Can you please advise? April 3, at 7: Delete that worksheet and start over. April 3, at 8: You mean delete the worksheet and the software will re-create it? Is this worksheet submitted to IRS? April 3, at 9: Somewhere you said you had them and it created the worksheet. Now you need to make it forget that you said you had employer stock. April 3, at The message is line 25, column 2-b should be entered. But I already entered and Stock have nothing else to report. It took it, but asks options after rerun ingredients tax check. Delete it and make it forget you ever mentioned employee stock. Or go through the interview and remove all mentions of employee stock. You just want to treat these as regular stock. The stock is RSU, you recommend to treat it like regular stock such as ESPP? But in this case the net gain is zero. I have tried to reentered, the message is still there. April 3, at 2: Treat it as regular stock, like random company XYZ, not even ESPP, which has discounts and special treatment. No way TurboTax will create an employee stock worksheet when you just enter sales of tax company XYZ stock. It did it only because you told it you had employee stock. Did you follow the steps to delete the worksheet? I deleted the worksheet, reentered the shares. I noticed that if I treated it as a regular stock, I got capital gain. If I treated as RSU, net gain is zero, but the worksheet recreated. If I remove the worksheet, and not to reenter the shares, smart check goes through without any issue. The amount due stays the same. Question is do I need to submit that worksheet? The confirmation of release for the RSU states that the tax payment method is Trade. Is this the same as net issuance? The W-2 shows the full amount with taxes taken out for shares and the B only shows the 75 shares that we sold. The remaining were traded for taxes at release of the vested shares. If I understand your explanations correctly, we only report the 75 shares we sold with a cost basis being for 75 shares only times the market value per share at time of vesting. If you sold 75 shares, your cost basis in those 75 shares is the price per share on the vesting date times April 12, at 9: Thanks for the detailed instructions. Treating sell to cover as a separate RSU sale, really helps to understand how to report it. One question regarding reporting RSUs sold to cover taxes when the employer used a broker. Which sale category is this? Box B Short term noncovered or Box A Short term covered. What do people refer implications when reporting shares sold to cover taxes, when their employer uses a broker for that? Second question, is it common to have a cost basis as zero for sell to cover transaction? Also the shares were sold at FMV, so no price difference exists for this transaction. April 14, at 1: When the broker does that, they put it on the B. They just withheld shares in a net issuance. Thanks for your response, Harry Sit. And this is what my employer did last year. And that had thrown me off. The devil was in the fine print: April 17, at Thanks for the great information on your site. I believe under taxing exists; and here is my example on a RSU sell-to-cover handled by a broker: W2 reports 90K wages; and has the 4K sold shares added into the total withholding amount. Here is where the under taxing happens. In my perfect world 10K would be subtracted from the W2 amount and reported on a separate form lets call it the JMRSU form. This works out in my favor. Even if as in your example; I report the sale step 3b it comes out as almost a 0 sum game and I am still ahead. Because the share sale proceeds are added to cover but not directly applied to the RSU shares. April 19, at 8: Forget what I wrote above. Sorry for any inconvenience. Your email address will not be published. Notify me of follow-up comments. Send me future articles by e-mail. About The Best Of My Book Contact Everything. RSU Sell To Cover Deconstructed by Harry Sit on April 9, Comments. FREE E-mail Newsletter Join over 3, readers and get new articles by e-mail: Comments Mike says April 10, at 1: Is it just me? Can you please clarify my situation: Thanks in advance for whatever guidance you can provide. You stated in your original post that one can file a loss in a sell-to-cover scenario. Here is the breakdown. What is my cost basis? Thank you for your website. It has been very helpful. Any help is appreciated. A couple of questions… I had some Stock vested last year, and the company sold shares to cover taxes no choice. Thank you for an excellent discussion on RSUs and TurboTax instructions. Any help is greatly appreciated. Thank you for your extreme helpfulness! I hope you are still posting?! My facts using easy figures: Thank you so much for your lightning fast reply! Can you help me with this example. Kevin — I can see arguments either way. Hi, I had some of my RSUs vest last year. How do I include the taxes taken out of my account in my tax filing? Thanks so much for your help! This seems like a mistake stock me. Am I missing something? Hi TFB, I have a similar issue to others. Any suggestions how to input RSU received but not sold in T TAX premier? Another tricky RSU question. How do I determine my basis and are there any tax consequences for the employer error? Excellent post… This was very helpful. TFB talked to our plan administrator and turns out it is indeed Net Issuance…. Thanks in advance for your response. Hi TBF, I am getting confused in TurboTax. Hi Harry, Thanks for your reply. Very useful link, thanks for the information! Thanks for taking the time to help me out. Both the income and the taxes are included on the W Hi, Thank for directing me to this RSU link. Thank you for your help and straight-forward logic. Amanda, the RSU sell to cover transaction is not reflected in my B form. Thanks again for your very helpful posts on this matter. Leave a Reply Cancel reply Your email address will not be published. FREE E-Mail Newsletter your e-mail address Recent Posts Keep Your Airline Miles Active Via Online Shopping Portals My Smartest Financial Decision IRA Recharacterization Illustrated Index Funds vs Real Estate Crowdfunding: Safety Implications The Mainstream Late Enrollment Penalty On Health Stock. Privacy Policy We respect your privacy. Implications our privacy policy for details. FTC Disclosure Please note that The Finance Buff has financial relationships with some of the merchants mentioned here. The Finance Buff may be compensated if consumers choose to utilize the links located throughout the content on this site and generate sales for the said merchant.
Exercising (Options)
Exercising (Options)
4 thoughts on “Sell to cover stock options tax implications”
I tweaked the final project assignment a bit (used some of a PBS resource, too: ).
Fast, Andrew S (2010) Learning the structure of Bayesian networks with constraint satisfaction.
Schools serving similar student populations most often got a: 10.
In this article, we will look at the usage of these features in more detail.