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Deductions & credits
If you can't claim a credit for the full amount of qualified foreign income taxes you paid or accrued in the year, you're allowed a carryback and/or carryover of the unused foreign income tax. You can carry back for one year and then carry forward for 10 years the unused foreign tax. For more information on this topic (including taxes paid or accrued in years before 2007), see Publication 514, Foreign Tax Credit for Individuals.
For your RSUs, the basis of the shares is the market rate of the shares at the time they vested that was reported as income on the W-2. How to report Restricted Stock Units
For your ESPP stock, you will need information from Form 3922 (received from employer) to ensure your capital gains or losses are calculated correctly. If you misplace Form 3922, contact your ESPP plan administrator. You most likely had compensation amounts reported on your W-2 for the ESPPs in addition to what you paid for it. Employee Stock Purchase Plans
Since you sold employee stock, you will likely need to adjust the cost basis of your stock. Adjusting the cost basis will help you report your sales accurately and get the best tax outcome. TurboTax Premier will guide you through adjusting the cost basis, but you’ll need to enter your sales one at a time.
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