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Level 5
February 14, 2023

Does anyone know where to report RSUs?

  • February 14, 2023
  • 1 reply
  • 8 views
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1 reply

qbteachmt
Level 15
February 14, 2023

Is it vested yet? Read this:

https://proconnect.intuit.com/taxprocenter/tax-law-and-news/restricted-stock-units-and-how-they-affect-your-clients-taxes/

I like these articles; just google:

investopedia rsu

Don't yell at us; we're volunteers
lucreciaAuthor
Level 5
February 14, 2023

I guess it is, i mean the paper says "statement of taxable income" but no vested date and theres a "total w2 income" on the statement but yet again theres no RSU total on the W2..

rbynaker
Level 13
February 15, 2023

I always have the client get the year-end paystub.  Then I tie into additional W2 income, shares sold during the year, and shares held at year-end.