jw-rogers
Level 3

Have a client with a large NSO and RSU statement via 1099-B. I received everything possible from the client for these transactions. Basically, Client get's NSO grant in 2015 for  shares. Client exercises the options and sells the same day in 2019. Client gets RSU in 2019 and sells when company is sold in 2019.

I understand that both the NSO and RSU are ordinary income, my question is when I go back to the W2 and try to reconcile to box 14, these are crazy far off.

Also, the client received a 1099-B for both, I checked and all but the RSU have had taxes withheld. 

I'm fine with adjusting the basis on the 1099-B, but has anyone had this situation where box 14 and the 1099-B and underlying statements are crazy off? I've done a few of these before but none where the numbers are off like this. 

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