The challenge to handle Stock Plan can consume your time and effort and overwhelm you. But no more - DocHub is here to take the hard work out of modifying and completing your papers. You can forget about spending hours editing, signing, and organizing paperwork and worrying about data protection. Our platform provides industry-leading data protection procedures, so you don’t need to think twice about trusting us with your sensitive info.
DocHub works with different data file formats and is available across multiple systems.
hey guys Anthony Fontana here Im a CPA and in this video Im going to show you how to report the sales of an espp and RSU stock sales on your tax return more specifically this is from an E-Trade brokerage account where the taxpayer sold the rsus and disqualifying dispositions of the espp that resulted in a short-term capital gain all right so were going to be going over all the documents that you need and were going to be analyzing these documents the W-2 the 1099 were trying to reconcile this to see what was already taxed and making sure that we have the correct basis so when we go to report the sales of these stocks the gain is reported accurately we are not getting double tax now if you want to skip ahead and not see all this technical talk here and see how I got it done specifically for this case here again using an E-Trade brokerage account you can go ahead and Skip ahead to the end where I actually enter this into Turbo however I dont recommend that because each case is diff