I am honestly very confused. It sounds like I kinda understand how to handle RSUs. For ESPP, discount may be reported as income the year you get them. Not the year you sell them? (That income is reported by brokerage- without adjusting cost basis for discount - and is where double taxing can come in) If they are held long enough they are treated as capital gains - so you can’t adjust the cost basis for discount as income?
So for example, one of my transactions was the sale of an ESPP from 2017 (half of the RSUs I got that year) on my 2017 W2 the only thing listed in box 14 is RS-STK (and the amount) this is different from what was on my 2023 (ESPP QD) and 2022 (no espp listed, only RSU PSU) W2s (the other applicable W2s for ESPP sales this year). I’m not sure how to handle RS-STK. I’m not sure what procedure I would need to do for each of the 3 ESPP sales for this year.
It doesn’t make sense it counts toward income one year when I acquire them and not count toward income the next? Apologies that I don’t understand
