My client received a 2009 K-1 showing a loss from his employer. That K-1 was based on the unvested stock %. This year, they expect to receive another K-1 but that stock became fully vested. They expect to see a loss as well. Can someone please provide with some insight as to what the tax treatment of that loss shall be in both situations? Thank you!
Announcement
Collapse
No announcement yet.
Vested vs Unvested Stock K-1
Collapse
Disclaimer
Collapse
This message board allows participants to freely exchange ideas and opinions on areas concerning taxes. The comments posted are the opinions of participants and not that of Tax Materials, Inc. We make no claim as to the accuracy of the information and will not be held liable for any damages caused by using such information. Tax Materials, Inc. reserves the right to delete or modify inappropriate postings.