Learn What to Do With RSUs on Form W-2
Basis in restricted stock is the amount paid for the stock plus the amount included as taxable income.
In the example above, the taxpayer has at least $12,345 of basis in the restricted stock since that is the amount reported on Form W-2. (There may be out-of-pocket cash expenses for the shares also.)
This basis information will be useful when the shares are sold. At that time, we will calculate the gain or loss on the investment by subtracting the basis from the sales proceeds.
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