Reporting & returns
Cost basis errors, the forms your broker sends, and the mistakes that cause equity holders to overpay.
How to report RSU sales on your tax return
Form 1099-B, Form 8949 and the basis adjustment that saves you thousands.
RSU tax return mistakes to avoid
The five errors that show up on most equity-heavy returns.
Cost basis, Form 3922 and Form 3921
The two informational forms that hold the numbers your return needs.
The wash sale rule and stock compensation
How vesting schedules can silently disallow your tax losses.
Capital losses on underwater stock and options
What you can and cannot deduct when the price collapses.