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Get your taxes done using TurboTax
Thank you for your answer.
Let me add details as requested.
Stock disposition happened as 1 single transaction and marked as settled by broker in 2022.
I used forms 3922 as well stock supplemental to calculate all prices and adjust actual price in Schedule D/Form 8949.
Lets say diff between purchase price and FMV on day of acquisition is 5k.
Because of some mistake employer put into 2022 W2 only 2k.
However I paid taxes for 2022 on full 5k.
Employer recognized error and decided instead of touching 2022 to report that missing 3k into 2023 W2.
I already got 2023 brokerage tax forms as well as supplemental. None of forms has transaction for that 3k.
Hope that answers my concern about chance to be double taxed
‎February 22, 2024
9:13 AM