Hello,
I have a situation where all of my RSUs prior to a company merger including vested/unvested all cashed out through my Etrade account, however, only the RSUs vested prior to the merger were sent out on the 1099-B which I have imported and configured the cost basis since that wasn't include on the 1099-B. The part I'm not sure of is the accelerated unvested stocks I received cashout forced by the merger. A set price was determined per share which made up a majority of the cash I received from all stocks.
I've checked with my company and taxes were taken out when the unvested stocks were processed at the full tax bracket rate I'm in 22% including social security and employment taxes. With the raise in ordinary income from these on my W2, my tax bracket is still the same. So does that mean since the full 22% was taken out prior to cashout I don't have to report these as RSUs? If so, I don't have the necessary documents from Etrade so how do I file them and compensate they were already taxed?
Also the RSUs I have reported /from Etrade (vested only), the total disposition amount doesn't account for all stocks reported on my W-2 in Box 14.
