Tax Return Reporting for Restricted Stock & RSUs

This blog provides some tips and covers the mistakes to avoid from the Tax Center on

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For more information on this see Videos on Tax Return Reporting for Stock Comp in blog for discussion of and link to two videos in the Tax Center at The covered topics include IRS Form 1099-B and the cost basis of shares acquired from equity comp, along with the reporting on IRS Form 8949 and Schedule D.

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