I'm retired and got a W2 from my old employer. On it shows some small income I receive through my deferred compensation plan. ~10k. It also show $88k where I ended up selling a bunch of my old stock. It says my total wages were 98K but only $2k was withheld for income tax. I'm concerned as when I downloaded my stock sales data from Fidelity, I think it's showing I owe taxes on the income per the W2 and cap gains on my 1099-B. I do see a bunch of share where the cost basis was "NOT" reported to the IRS is there and I do have the "supplemental stock plan lot detail" documents that I think I can match to the correct sales downloaded. Do I manually adjust to match the supplemental detail with the sales? I"m concerned that it stil doesn't "cover" all the double taxing in the desktop software.
