qbteachmt
Level 15

"to add in the grant data and include the compensation in the w-2 income."

It would already be part of the W2. You don't keep adding more info that is W2 info. The employer would already have done this.

Did you get the year end paystub where the various pay items should be itemized, so that you can see Salary, bonus, and other Wage items, differentiated from taxable grants and vesting and whatever else this person might have (retirement, child support garnishment, etc)?

Grants vested, and not sold, means that stock will be held to act as reference for Basis, later, when they are sold. That's why Sales in 2022 are not by definition what was taxed on the W2 in 2022. Just like any other holding, there can be short-term and long-term.

I wonder if you need to break this out into projects. You seem to have ESPP, RSU, Grants and Vesting, and Sales. All of that is separate.

Anything taxable through payroll is already on the W2 for the appropriate and specific year. That's because an employer cannot give value to the employee that is tax free. You don't keep adjusting a W2.

Being given rights to purchase company stock, if your taxpayer didn't exercise that right, means there is no ESPP amount.

Stock might be sold to cover withholding, as explained already. That 1099-B might be from inhouse sales (through payroll) or not. But your taxpayer has the right to sell anything they own or are vested in, too. That's 1099-B. That's not through payroll. It doesn't change W2.

I am still worried about everything you think needs to adjust something else.

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