AmyC
Expert Alumni

Investors & landlords

If you received the RSU, the income went on your w2 and you keep a copy of the w2 showing the extra income until all the RSU is sold. You report the RSU when sold. You will receive a 1099-B and you must adjust the cost basis to reflect the income already received. This income goes on the 8949 and flows to sch D. As long as you have the correct dollars being reported over the correct time period, long or short, your answers are fine.

 

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 or loss used plus 3 years.

 

See:

@almargahi 

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