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Returning Member
posted Mar 9, 2020 8:46:49 AM

I have my 1st RSU sale and I am planning on e-filing. What additional documentation is required to be sent to the IRS and where do I send it?

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1 Replies
Expert Alumni
Mar 9, 2020 9:09:07 AM

You don't need to send any additional documentation to the IRS.

When your shares vest your employer calculates an amount of compensation for those shares, and reports that in Box 1 of the W-2, so you're going to pay taxes on that compensation.

You need to enter form 1099-B to report the sale of the shares and put in the cost basis so you are not taxed on the sale of the shares twice.