Reporting stock grants without a W2

Forum|Forum|2 years ago
March 17, 2024
2 replies
18 views

I have a client who received a stock grant from a former employer for which taxes (withholding, FICA, and Medicare) were withheld but no W2 was issued. How can I report the income and the taxes withheld?

ProSeries Basic

This topic has been closed for replies.

Best answer by rbynaker

There should be a W-2 somewhere. Maybe it's only available for download from a portal (which your client may or may not have access to).

Try getting on a 3-way call with the client and the former employer and see if you can get anywhere.

T

Terry53029

Intuit Community Champion

Quite a few stock option plans out there. You need to know the details of the plan for your client. Here is a good article from the tax advisor.

https://www.thetaxadviser.com/issues/2019/may/stock-based-compensation-basics.html

K

KathyIllickAuthor

Level 3

Thanks, I'll check that out!

rbynakerAnswer

Level 13

There should be a W-2 somewhere. Maybe it's only available for download from a portal (which your client may or may not have access to).

Try getting on a 3-way call with the client and the former employer and see if you can get anywhere.

K

KathyIllickAuthor

Level 3

That's a good idea. He doesn't seem to be getting anywhere with them by himself. Thanks!

Sign up

Login with SSO

Let's get you signed in

Login with SSO