Hi NCperson,
Thank you for the explanation. Yes, as you mentioned, they showed up in my W2. And yes, I follow that nothing is reported until I sell...
So, if I sell now (2020), then when I do my taxes for 2020 I'd report this in TT.
BUT, and this is my BIG question... the stuff/TAX that was reported earlier on my W2, how do I get that back???
The 'sell transaction' will be this year. BUT it is NOT actually a sell!!! It will be a GIFT, a 'transfer in kind' to CHARITY -- and for this there is ZERO taxes! (BUT they were already taken out in that W2!)
(according to this: https://www.fidelitycharitable.org/giving-account/what-you-can-donate/donating-stock-to-charity.html)
So, those TAXES paid earlier on my W2, I need to get them back because there shouldn't have been any taxes paid on stock donated to charity!
Thanks.
