I am going to assume these are RSU, when they vest, the value goes on your w2 and frequently shares are sold to cover the taxes. That sale is included in your federal tax withheld.
1. Yes, the full vesting is reported with your income in box 1and the taxes are reported in box 2. If you don't see the addition, contact payroll for them to explain your w2 and verify the entries.
2. You sold stock and have a 1099-B that must be entered. Remember, your stock basis for all stock was added to box 1. Usually the sale proceeds equal the basis but yours may be slightly different depending on any cost to sell the shares.
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, and basis.
This can be a digital or paper notebook.
@dalboy
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
