the question is whether or not

 

E*Trade has recorded sale of 90 shares on 1099-B.  if not, don't bother Sch D.  

assuming LZ still holds 110 shares.  

 

most importantly, check to see if 90 shares tax withheld was reflected on W-2. 

 

 

所有跟帖： 

• 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