a*****0 发帖数: 3319 | 1 RSU 股票个人没卖,公司有vested. 请问这种情况下,用turbotax填税选哪种方便?
1) check box of "I have many sales and would rather mail them in instead of
typing them. "
2), 一行行填进去,每行填完都check box of “This sale involves an employee
stock plan (including ESPP) or an uncommon situation”, 再进一步填写.
如果选2)更好,请问后面问到的每股sell price 怎么算?因为把amount(1d)/
description(1a)的数是包括commission fee了。
非常感谢。 | i*****r 发帖数: 265 | 2 It should be in your w2 already so don't do anything in addition.
of
【在 a*****0 的大作中提到】![](/moin_static193/solenoid/img/up.png) : RSU 股票个人没卖,公司有vested. 请问这种情况下,用turbotax填税选哪种方便? : 1) check box of "I have many sales and would rather mail them in instead of : typing them. " : 2), 一行行填进去,每行填完都check box of “This sale involves an employee : stock plan (including ESPP) or an uncommon situation”, 再进一步填写. : 如果选2)更好,请问后面问到的每股sell price 怎么算?因为把amount(1d)/ : description(1a)的数是包括commission fee了。 : 非常感谢。
| a*****0 发帖数: 3319 | 3 多谢。可是有收到Merryll Lynch RSU 1099-B form啊,因为已经包括在W-2里就可以报
税时不理这张1099-B?
因为自己没有sell, 我去年没有check那个I have sales ESPP, RSU box, 只是把1099
-B的数字都填进去,最后tax due or refund没有变,因为W-2已把收入包括进,但
capital loss carry over 数字变了。比如原来carry over 是-50,000, 填完RSU后
,变成-47,000了。
今年其实和去年一样,自己也没sell, 但我老公说因为company sold enough on the
day of vesting to cover the taxes they withheld,我要check这个box。平时家里税
表都我管,他比我还不懂,所以说得不见得对。我不懂需不需要check那个box.
非常感谢。
【在 i*****r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : It should be in your w2 already so don't do anything in addition. : : of
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