Reporting & Returns
Reporting RSU and option sales, cost basis errors on Form 1099-B, Forms 3921 and 3922, wash sales and capital losses.
- How to report RSU sales on your tax return
The vest income is already on your W-2. The sale goes on Form 8949 — with a cost basis your broker probably understated.
- RSU tax return mistakes to avoid
The same handful of errors cost equity holders thousands every filing season.
- Cost basis, Form 3921 and Form 3922
These two information returns carry the numbers you need to compute basis on option and ESPP shares.
- The wash sale rule and stock compensation
Selling company stock at a loss and receiving new shares within 30 days can disallow the loss.
- Capital losses on underwater stock and options
When the price falls below your exercise value, the tax code offers partial relief — but slowly.