JAH61
Returning Member

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The W-2 appears to be correct, but the source data points me to the 1099-B worksheet from the company that manages my stock plan.  As I mentioned, I got two distributions of restricted stock.

1) the one for $$8,582.14 netted 83 shares after tax withholding.  Part VII line 28 on the transaction worksheet shows the correct amount of $8,882.14 reported as compensation income.

2) the second distribution for $44,147.11 netted 427 shares after tax withholding.  When those shares were sold, they were reported as two transactions (I don't know why), one for 83 share and one for 344 shares.  on each of the transaction worksheets, part VII line 28 shows the full distribution amount of $44,147.11 reported as compensation income instead of splitting it proportionally between the 83 and 344 shares.