I just filed my taxes using Turbo Tax, but I just found a paper (that I misplaced) that says "Statement of Taxable Income...unvested exercises with 83(B).
I have never owned stock before, and my company gave me 33 shares this year as part of a 4 year bonus. I paid money out of pocket (sorry, I'm not stock term savvy) for the taxes (?) on the stock for this years shares, but I did not sell any to pay for those taxes, nor did I receive any $$ for those shares (like selling them).
So, I own the stock, I even got $33 in dividends (WOOHOO! (not)), and I reported the $33 in dividends on my taxes.
HOWEVER, I did not enter in the amount on this "Statement of Taxable Income" form that shows the total value of the stock, and lists it under a column "W-2 income".
So, finally, my question - did I screw up in not entering this as a 2nd W2 form even though it doesn't look like the W-2 I got from my employer?
Do I need to file an amended return?
