Thanks Tom, what you said makes sense. If I re-interpret it as the company giving me cash and me purchasing shares with it immediately, the cost basis correspon...

Thanks Tom, much appreciated. I wish taxes were more coordinated / synchronized between Schwab / my company / ADP without having to track all this manually.Taki...

I am looking at <a rel="nofollow" target="_blank" href="https://thefinancebuff.com/restricted-stock-units-rsu-sales-and.html">https://thefinancebuff.com/restric...

So I looked at a similar question - <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2713235-employer-stock-sales-on-both-w-2-and-1099-...

Hi Tom - thank you for the response. I believe you are correct - does this mean the correct course of action should be to file a 1040X (amended return)?What con...