RSUs vested in 2016. I did not receive any 1099-B, but taxes were withheld and are reflected on my W-2. None of the shares were sold, do I need to report anything?

Forum|Forum|7 years ago
June 6, 2019
1 reply
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Income from vested RSU was also included on my W-2

TurboTax Premier Online

MiriamF

Level 8

No, you do not need to report anything.

A Restricted Stock Unit (RSU) is taxed as ordinary income when it becomes vested. It is reported in box 1 of your W-2 and taxed accordingly. You have nothing to report.

When you sell these shares, you will report the sale on Schedule D and pay tax on the difference between the vested share price and the sale price.

This article explains more about the tax treatment of RSUs.

RSUs vested in 2016. I did not receive any 1099-B, but taxes were withheld and are reflected on my W-2. None of the shares were sold, do I need to report anything?

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