korndog1984
Level 1

I have a client who sold Restricted Stock Units before the holding period of 2 years from the date of grant had passed.  The sale is reported to the IRS as Long-term since it was greater than one year.  The broker statement says "Your reported sales transactions includ a shale of shares aquired through an equity compensation plan that are "disqualified dispositions" for US federal income tax purposes, which may give rise to ordinary income instead of captial gain or loss." 

I completed the Capital Gain/Loss Transaction worksheet (parts I-III) and the Employer Stock Transaction worksheet (parts II & VI) but it still shows up as a Long-term gain.  Is there a way to force it to be treated as ordinary income?

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