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Thank you for your reply.

I looked at my Form 8949, and I had entered non-zero amounts for the RSU's. When I look at my 1099 and year end tax summary from our brokerage account, it lists all the RSU stock, and also has a cost basis for them. However, the items are listed in the section where "cost basis is available but not reported to the IRS." It says to report on Form 8949 with Box E checked. I just looked at my 8949 and I had listed it in a section where Box D is checked. Do I need to make an amendment for this?

 

Also, do I know that the cost basis listed in my "year-end summary" is correct? I understand that some stock was sold to pay the taxes in 2016. How do they calculate the new cost basis for my remaining stock? Do they use the price that the stock was when it vested and was put into the brokerage account? Am I paying this new tax (2020) on the gains since 2016? 

 

I just wanted to make sure I am not paying double tax somehow.