Tax Forms & Reporting
Your equity comp eventually becomes boxes on a form. These guides map vest income and sales to the paperwork you will actually see.
Tax rules change. Federal and state rates, brackets, and reporting rules are updated regularly. This site is not always current. check dates below and verify with official sources or a qualified tax professional.
See something outdated?
Tax rules change faster than websites update. If a rate or date looks wrong, let us know.
Update needed? Contact usHow to Report RSUs on Your Tax Return
Reporting RSUs means connecting W-2 wage income to brokerage 1099-B sales. this guide maps the flow.
RSUs on W-2: What to Look For
Your W-2 should reflect RSU vest income in wages. know which boxes to check before filing.
RSUs on 1099-B: What to Look For
1099-B for RSUs often shows low or zero basis. that does not mean your true basis is zero.
Why Is My RSU Cost Basis Zero?
Zero basis on 1099-B usually means the broker did not link your vest wage income. not that tax was skipped.
How to Adjust RSU Cost Basis
Basis adjustments connect vest wage income to later sales. document FMV from vest records.
RSU Supplemental Stock Plan Lot Detail Explained
Supplemental lot detail reports often hold the vest price you need when 1099-B basis is wrong.
RSU Taxes in TurboTax
TurboTax can handle RSUs when you import forms in the right order and fix basis before filing.
RSU Taxes in FreeTaxUSA
FreeTaxUSA supports manual basis adjustments. walk through W-2 and brokerage entries carefully.
RSU Taxes in H&R Block Software
H&R Block follows the same W-2 plus 1099-B pattern. fix basis before accepting refund estimates.
RSU Tax Documents Checklist
Collect documents as vests happen so filing season is paperwork, not archaeology.
RSU Sale Reported Twice: What To Check
Double-counting usually means basis was not adjusted. fix basis before panicking about tax owed.
RSU Tax Refund vs Tax Bill Explained
Withholding, other deductions, and basis fixes all shape whether RSUs leave you with a refund or a bill.
Sell-to-Cover Shares Explained
Sell-to-cover is your employer selling part of your vest to pay withholding. you receive the rest.
Same-Day Sale vs Sell-to-Cover
Both methods sell shares around vest, but who initiates the sale and how proceeds flow can differ.