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geomcvicar
Returning Member

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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MayaD
Expert Alumni

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?

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. 

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