Question about performance stock unit tooked back by the company but shown on W2

[superlyc]

Hi, My previous company offered some performance related stock units to me which was vested in 2025. Assume the number of unit vested is 100, and they sold part of it (40 units) to pay tax and asked us to sign and filed 83(b). But these stock units have a feature that since I left the company before certain date/condition met, they took it back. However, even they took what was left after tax back, these units are shown as income on my W2 and the units they used to pay tax are also included, according to the company.

How should I report this as I have no tax related document to file directly on TurboTax？

[ThomasM125]

You can likely just report the W-2 on your tax return.

I believe what you mean is you have income on your W-2 form equal to the value of the stock you acquired and some of those shares where sold to pay the payroll taxes associated with that income. The sale of the stock most likely did not result in any gain since they would have been sold at the time they were acquired. So, if the company did not issue you a 1099-B form reporting the sale, you probably don't need to bother with it as no significant gain or loss resulted. If they did issue you a Form 1099-B, the cost basis of the shares sold would be just about equal to the sales proceeds, so you could report it but only a nominal amount of gain or loss would result.

[superlyc]

That is not exactly what I am asking. The company took the rest part back because I left the company before certain condition met. But they still include that on my W2 as my income.