c**n
发帖数: 125 | 1 卖的时候被扣税, 然后公司当月的PAYCHECK已经包含这些了, 那么是不是W2就已经包含
这些了, 还要单独给这些卖的股票报税吗?
多谢 | r****a
发帖数: 3249 | 2 Are you sure sold ESPP gain is included in paycheck?
【在 c**n 的大作中提到】
: 卖的时候被扣税, 然后公司当月的PAYCHECK已经包含这些了, 那么是不是W2就已经包含
: 这些了, 还要单独给这些卖的股票报税吗?
: 多谢
| c**n
发帖数: 125 | 3 是的PAYCHECK里面有这个的,
【在 r****a 的大作中提到】
: Are you sure sold ESPP gain is included in paycheck?
| s******1
发帖数: 1235 | 4 卖股票的GAIN会分成ordinary inc 和 capital gain 两部分, 你的PAYCHECK 只会包括
ORDINARY INC 部分,你应该收到1099-B, 你的tax basis 应是你的 ACTUAL PAID +
ORDINARY INC (paycheck part). Sales Price = 1099-B amount. 你应该报S-D.
【在 c**n 的大作中提到】
: 是的PAYCHECK里面有这个的,
| c**n
发帖数: 125 | 5 请问RSU也是这样吗? RSU应该是完全算做ORDINARY, 在W2里了吧, 那么还要报SCHEDULE
D吗?
【在 s******1 的大作中提到】
: 卖股票的GAIN会分成ordinary inc 和 capital gain 两部分, 你的PAYCHECK 只会包括
: ORDINARY INC 部分,你应该收到1099-B, 你的tax basis 应是你的 ACTUAL PAID +
: ORDINARY INC (paycheck part). Sales Price = 1099-B amount. 你应该报S-D.
| r****a
发帖数: 3249 | 6 RSU is included in W-2 and tax withheld. But if you sold your RSU, u need
to report capital gain also.
SCHEDULE
【在 c**n 的大作中提到】
: 请问RSU也是这样吗? RSU应该是完全算做ORDINARY, 在W2里了吧, 那么还要报SCHEDULE
: D吗?
| c**n
发帖数: 125 | 7 RSU 已经TAX withheld了, 再报不是又交一次税?
【在 r****a 的大作中提到】
: RSU is included in W-2 and tax withheld. But if you sold your RSU, u need
: to report capital gain also.
:
: SCHEDULE
| M***t
发帖数: 1636 | 8 对于sell to cover那部分cost base和sale写相同数字 gain写0
按某网上的指导。只要卖了就要报，即使不在1099里
【在 c**n 的大作中提到】
: RSU 已经TAX withheld了, 再报不是又交一次税?
| Z***e
发帖数: 2983 | 9 withheld(预交)的多少跟算税关系不大(本来想说完全无关, 但好象也不对)
只是最后"多退少补"的时候用
RSU 已经TAX withheld了, 再报不是又交一次税?
【在 c**n 的大作中提到】
: RSU 已经TAX withheld了, 再报不是又交一次税?
| r****a
发帖数: 3249 | 10 Why not do some homework about your W-2? It is fun actually. :-)
We have three prices to talk about for ESPP and RSU.
employee purchase price: A (take RSU for example, A=0)
vested price : B
sold price : C
(B-A)*share is part of your income, included in your W-2. If you sold the
stocks, you have capital gain/loss (C-B)*share, which is not included in W-2
usually. You need to report capital gain/loss.
【在 c**n 的大作中提到】
: RSU 已经TAX withheld了, 再报不是又交一次税?
| c**n
发帖数: 125 | 11 RSU好象不同吧, 因为税率不一样, 本来我以为一样, 其实是不同的,因为卖的时候就给
你扣了,
【在 Z***e 的大作中提到】
: withheld(预交)的多少跟算税关系不大(本来想说完全无关, 但好象也不对)
: 只是最后"多退少补"的时候用
:
: RSU 已经TAX withheld了, 再报不是又交一次税?
| s******1
发帖数: 1235 | 12 I guess your RSU was net issurance. If you sold you RSU, you would have 1099
-B and need report S-D. Your employer would recgnize w-2 inc when your RSU
vested and they ususlly withhold part of shares as tax withholdind. For
instance, you are granted 100 shares. Actually, you only get 80 shares after
tax withholding when vested. Your employer would include 100 shares value
into your W-2 income. You don't have to report anything for the vesting. But
, You need record the closing price on the vesting date. In the future, if
you sell the remainning 80 shares, the closing price would be your tax basis
for your 80 shares and vesing date was purchase date, 1099-B proceeds was
your sales price.
【在 c**n 的大作中提到】
: RSU好象不同吧, 因为税率不一样, 本来我以为一样, 其实是不同的,因为卖的时候就给
: 你扣了,
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