- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Employee Stock Plan
When my E Trade account information was loaded to my return, all transaction activity (sale, capital gain, cost basis, etc) came across fine. However, Federal Tax was taken out at the time of the transaction activity which is NOT found anywhere on the E Trade account tax documents. I was able to obtain Employee Stock Plan Release Confirmation from my employer which DOES reflect Federal, Social Security, Medicare, taxes which were withheld/deducted
HOW DO I REFLECT THE FEDERAL TAX WITHHELD, AS THIS MAKES A BIG DIFFERENCE IN WHAT IS REFLECTED ON MY TOTAL RETURN TO PAY?
THANK YOU VERY MUCH!!
May 6, 2020
12:42 PM