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Investors & landlords
I have the same problem. On vesting Etrade withholds shares = ~50% of the value of the vest (state/federal); but the w-2 does not reflect the taxes paid. I think for years my CPA has not captured these taxes paid and is always telling us we do not pay enough tax (especially with stock being a big portion of income)> Does anyone have experience getting the data from etrade???
‎October 10, 2023
9:46 PM