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0answers
150 views

Restricted stocks

I have a 36,000 shares of a $0.30 stock. The company is still in business and is listed. The stock certificated is stamped restricted. I contacted the company to remove the restriction & was told ...
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0answers
57 views

Rules for cost basis adjustment of RSUs that vest causing a wash sale

I've read through a bunch of posts and couldn't find a definitive answer. In this example, I have RSUs that vest every month from my employer. Let's say I decide to sell 1 share of stock for a capital ...
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1answer
88 views

Weighing unvested RSU's against stock options in a job offer

I currently have unvested restricted stock units with my employer. It's a very stable publicly-traded company. I received a job offer from a private company hoping to IPO in the next few years and ...
1
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1answer
166 views

After-Tax Deductions Concerning my RSUs

My Restricted Stock Units were included in my Income on my W-2 (Box 1) and End of Year Paystub. However, my company also deducted from my paystubs a substantial amount as After-Tax Deductions. I do ...
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0answers
122 views

How to calculate cost basis for RSUs that are vested and never sold?

Following is my situation (changed the numbers for simplicity): ABC Inc vested 120 RSUs in 2018, in which 20 RSUs were sold by my employer (price of the share $10, and $20 trade fee) for the tax ...
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0answers
61 views

Why is the cost basis reported by a broker on RSUs 0 USD?

I notice that E-Trade reports on the Form 1099-B that the cost basis for vested RSUs is 0 USD. Shouldn't the cost basis that report in my tax form be the value of the shares at the time of vesting? ...
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2answers
1k views

What is the purpose of an RSU Tax Offset?

I'm reviewing the year to date figures on my last paycheck stub for 2018. There's this entry for RSU Tax Offset I'm trying to discern here. I can trace it back as a line item of a check stub 6 months ...
1
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2answers
64 views

How are RSU stocks taxed?

I am confused how RSU stocks are taxed. When RSUs vest, some of them are sold (sell to cover). Is this equivalent to tax withheld on your paycheck? The RSU is kind of considered part of my pay and ...
1
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0answers
51 views

Though I understood my RSU and selling the shares I acquird through it but not sure anymore

So let me give a simplified example to start. I have 1,000 RSUs that vested on June 1st 2018. The market value for them is $10 and $10,000 is accounted for on my W-2. 300 shares were automatically ...
1
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1answer
1k views

Tax Loss Harvesting and RSUs

I routinely sell my RSUs as soon as they vest, but this previous vesting period -- I did not. Sadly, the stock declined ~25 percent since that time. Some key notes. This would be a short-term sale ...
0
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0answers
34 views

In which case(s) can one receive Restricted Stock Units (RSUs) before they vest?

I read on https://www.schwab.com/public/eac/resources/articles/rsu_facts.html (the page is configured not be mirrored): With RSUs, you are taxed when the shares are delivered, which is almost ...
1
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1answer
432 views

LIFO versus FIFO for selling RSU

I have RSU's vesting from my company periodically in USA. I would like to sell them to diversify in an index fund. How do I choose between LIFO and FIFO for the maximum resultant cash? FIFO First in ...
1
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1answer
82 views

Tax bracket for vested RSU

I sold some RSUs once they were vested. I see in the Merrill Lynch statement that a certain amount of shares were taken out to cover the taxes. The federal tax is taken @ 25%. Now, when I calculate ...
5
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1answer
591 views

If I earn RSUs in a private company while living in California, and am no longer employed with the company at IPO, do I owe California taxes?

I'm employed at a private company in San Francisco. Part of my compensation is in RSUs, which are subject to the standard two vesting conditions for startup company stock: time, and the occurrence of ...
1
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1answer
2k views

When are RSUs taxed for pre-IPO company?

This is a more specific version of this question. If I receive RSUs from a pre-IPO company on a 4 year vesting schedule, when do my RSUs get taxed? Per this page: With RSUs, you are taxed when the ...
2
votes
3answers
146 views

Short and long term cap gains taxed higher than expected

This is my first year including the sale of RSU's (or any stocks) in my taxes. My expectation was that short term gains would be taxed at a rate similar to my normal income tax rate, and long term ...
0
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2answers
542 views

RSU - vested and reported as income in W2 Box 1, should it also show in Box 12 V (same as stock option)?

RSU - vested and reported as income in W2 Box 1, should it also show in Box 12 V (same as stock option)? My employer put it in Box 12V, is it correct?
0
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1answer
81 views

RSUs and withheld taxes

A number of RSUs vested for me on the first of this year, but weren't released until mid-March due to an unreleased 10k. During this period, I switched jobs mid-February, and I was terminated at the ...
0
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1answer
131 views

What form do I declare RSU payouts on for my taxes?

My company sold and I had RSU's. They gave me a K-1 form but it doesn't show what I was paid, only what was paid in on my behalf. I have not received a w-2 for the payout. Is there a specific form ...
3
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1answer
10k views

How do I calculate the cost basis of Restricted Stock Units (RSUs)?

I was granted RSUs that vested 1/3 per year, over 3 years. From E*Trade I have: 2016, 133 Shares Vested, 89 Shares Transferred to me, Tax Paid: $3,424.52 2017, 134 Shares Vested, 90 Shares ...
1
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1answer
69 views

What cost basis do I report on the 1099?

Let's say hypothetically $10,000 of RSU vested this past year. My employer has listed $10,000 of RSU onto my W-2 in Box 14. I elected sell-to-cover so now I'm left with ~$5,500 after the sell-to-...
1
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2answers
6k views

Have I been paying double taxes on my RSUs for 3 years?

I have been receiving RSU grants from my employer every year, and was exercising them and selling them soon after. E-Trade(employer provided brokerage account) tells me they withheld taxes at the time ...
1
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2answers
2k views

How are long-term/short-term capital gains tax calculated on restricted stock?

When starting at my company, I was given some number of stocks -- these stocks vest in 1/3 increments, each 12 months over 3 years. How are these stocks taxed with respect to long-term vs short-term ...
1
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1answer
497 views

Selling RSUs that vested at different values

I live in the USA. I have some RSUs that are all long vested. I want to sell some, but not all of them. Many of the shares vested at different values, but they're all obviously at the same value now. ...
0
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1answer
250 views

Do restricted stock units (RSUs) count as constructive receipt based on the percentage vested or only upon full vesting?

When am I liable for taxes? I know that I am not liable for taxes on the date of grant. Scenario: I have been granted an allotment of restricted stock with a 4 year vesting schedule by a publicly ...
3
votes
1answer
2k views

Should the amounts in W-2 Box 14 appear in Box 14 in TurboTax?

I bought some company stock via ESPP and had my first bundle of RSUs vest. The amounts are both shown in box 14 of my W-2. However, I don't see any value imported into box 14 of my 1040 tax return ...
6
votes
2answers
8k views

taxes, ordinary income, and adjusted cost basis for RSUs

My company offers RSUs — restricted stock units — as a benefit. These vest after a certain amount of time, and in 2013, my first chunk vested with a value of about $6400. As I understand it, at that ...
1
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3answers
2k views

How does 83b election work when paying fair market value at time of grant?

After purchasing restricted stock in a company, so that the amount paid for the stock is exactly equal to its fair market value at the time of purchase, can you file an 83b election at that time? If ...
1
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2answers
508 views

Does FIFO cost basis applies across multiple accounts?

Do regulations require people to manually recalculate cost-basis across all the accounts they own, if stocks were transferred between them? Example: Broker A cost basis setting is set to FIFO. ...
3
votes
2answers
2k views

Wash sales + restricted stock in USA: grant date or vesting date?

I have restricted stock from my employer. When determining wash sale rules, what is the appropriate date to use for when the stock is "acquired"? Is it the grant date or the vesting date? (and if you ...