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Incorrect Brokerage Account

My wife's brokerage account for ESPP/RSU was incorrectly categorized as international and not domestic, although she has been a tax resident for more than 5 years. As a result, a percentage of each of her stock sells was withheld for federal tax which is shown on her 1099B section 4. We recently got the account corrected by the brokerage firm. Is there any impact on the 2023 tax return besides listing the withheld tax in the appropriate field? Do we need to do anything special? We are using Turbotax premier online. Thank you in advance for your help. 

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1 Reply
MinhT1
Expert Alumni

Incorrect Brokerage Account

No. Nothing special.

 

You just enter the withheld tax when entering form 1099-B and you will get the tax credit for it.

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