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Investors & landlords
Thanks TomYoung. I do agree that the disqualifying disposition creates compensation. But the W-2 shows even more because it shows the escrow amount. To make up numbers: say my strike price was $1 and $11 sale price and I had 10,000 shares. Let's say 15% is held in escrow. My 1099-B would say I received $85,000. My W-2 shows $100,000 because it includes the 15% in escrow. If I do an installment sale turbo tax treats the disqualifying disposition as short term capital gains instead of income. In MA that means 12% state tax instead of 5.1%. Ouch.
‎June 6, 2019
12:51 PM