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83(b) - Not included in W-2 AND forfeited the units in the same year
In May 2023, I was given a grant with a specified valuation - 6 figure valuation. In November 2023, I withdraw from that membership and the units. There is nothing included in the W-2. Do I need to report that valuation as income for 2023? Also, if I withdraw, I heard that I can claim some amount of loss or some way to claw back any income tax that may need to be paid on the 2023 return. Thank you.
‎February 20, 2024
7:24 AM