200 shares. 110 sh have nothing to do with tax

If you don't sell the 110 shares released, it is not a tax event.

You treat 200 shs as regular income (W-2). The proceeds of selling 90 shares as the withholding amount.

You log a stock transaction on Schedule D (new 8949 form) as buy and sale 90 shares at the same price - 0 profit/loss.  Because it is 0 impact, you may not record it, but in theory you should.

Not recording it may trigger an audit event because IRS will surely check the total stock transaction proceeds it received from all your brokerage accounts against what you report.  Again, there will be no impact even if you are auditied, because you owe nothing.

However, triggering an audit is not something you want to get into...

 

所有跟帖： 

• the question is whether or not -美西遊子- ♀ (301 bytes) () 04/05/2012 postreply 18:11:38

• 1099B上沒有那90股。萬 -福多多- ♀ (0 bytes) () 04/05/2012 postreply 18:40:18

• w2上YTD DEDUCTION下有一欄是負的（假設9千），算了一下應該就是這被賣掉的90股。問題 -福多多- ♀ (0 bytes) () 04/05/2012 postreply 18:41:48

• 問題是W2的YTD EARNING下有一項是restricted stocks（假設2萬），算了一下是全部200股 -福多多- ♀ (15 bytes) () 04/05/2012 postreply 18:42:58

• you mean box 1, right? -美西遊子- ♀ (0 bytes) () 04/05/2012 postreply 21:32:01

• 甭管負不負，我問你，這一欄的 box number? -美西遊子- ♀ (166 bytes) () 04/05/2012 postreply 21:29:59

• keep in mind -美西遊子- ♀ (94 bytes) () 04/05/2012 postreply 21:35:15

• 200股應該包括在box1裏，90股是不是在box2，4，6不確定。 -福多多- ♀ (0 bytes) () 04/05/2012 postreply 23:07:23

• 把去年RSU vest前後及年底的paychek看了一遍，結論是：200股包括在box1裏，90股不包括 -福多多- ♀ (170 bytes) () 04/05/2012 postreply 23:34:09

• to make sure, you can log onto E*Trade to -美西遊子- ♀ (356 bytes) () 04/05/2012 postreply 23:55:19

• bingo! all you need to do is -美西遊子- ♀ (173 bytes) () 04/05/2012 postreply 21:37:22