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Tax Center: Restricted Stock: W-2s & Tax Returns

Restricted Stock & RSUs: What You Must Know To Avoid Tax Return Mistakes In 2009
Bruce Brumberg

Restricted stock or restricted stock units (RSUs) bring their own special issues to your tax return, and they can be more complicated than you think. Avoid pitfalls with reporting any shares sold for withholding, your income at vesting, any dividend income, your capital gains at sale, and more.

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