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 -美西游子- ♀ (301 bytes) () 04/05/2012 postreply 18:11:38

• 1099B上没有那90股。万 -福多多- ♀ (0 bytes) () 04/05/2012 postreply 18:40:18

• w2上YTD DEDUCTION下有一栏是负的（假设9千），算了一下应该就是这被卖掉的90股。问题 -福多多- ♀ (0 bytes) () 04/05/2012 postreply 18:41:48

• 问题是W2的YTD EARNING下有一项是restricted stocks（假设2万），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? -美西游子- ♀ (0 bytes) () 04/05/2012 postreply 21:32:01

• 甭管负不负，我问你，这一栏的 box number? -美西游子- ♀ (166 bytes) () 04/05/2012 postreply 21:29:59

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

• 200股应该包括在box1里，90股是不是在box2，4，6不确定。 -福多多- ♀ (0 bytes) () 04/05/2012 postreply 23:07:23

• 把去年RSU vest前后及年底的paychek看了一遍，结论是：200股包括在box1里，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 -美西游子- ♀ (356 bytes) () 04/05/2012 postreply 23:55:19

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