AmyC
Expert Alumni

Investors & landlords

1. Yes. Since shares were sold, there should be a 1099-B. Since they don't have to be issued until Feb 15, you may not have received yours yet. The post office has 2 weeks to deliver them before you begin asking for another.

2. No. Careful, the cost basis is the Fair Market Value on the date the RSUs vest. Your box 1 compensation includes the vale at vesting for all shares. You will use the number of shares sold times the value at vesting Employees have the option of when the RSU is reported in their income. This makes you responsible for tracking your basis.  See Employee Compensation, RSU in Tax Cuts and Jobs Act: A comparison for large businesses and international taxpayers.

 

@IS5013  Also, my answer right above your post about the financial notebook is crucial to you to keep straight the shares, dates, and dollar amounts.

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