Thanks for the additional information! Your employer actually knows what you were compensated. Some companies give the information to the broker, some don't. Some only give part of the story. You want to use the compensation that was reported on your w2, whichever year plus the expenses of sale. If for example, you got 100 RSU shares and only sold 50 sh, then only half of the w2 compensation would be used. The end result should be the sales price minus (compensation +sales expenses) = gain/loss.
The IRS puts basis tracking on you, not the broker or employer. I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your carryover information, and proof of your basis in your various investments. You must keep tax records from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses / carryforwards/ basis.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
