RSU schedule for filing

If RSU's were vested in previous year, and we sold the stocks this year, do we still have to include the 1099-B for this current tax filing? Or would that go in next year's taxes.

posted

If you have a 1099-B with 2023 on it, then it must go with your 2023 tax return. The stocks you sold in 2024, should have a new 1099-B next year with 2024 on it.

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