For executives with equity · Free download

The RSU phantom-gain checklist

If you sold vested RSUs this year, your broker's tax form may show a cost basis of $0, which can tax you again on money you already paid tax on as wages. This free one-pager helps you catch it and fix it before you file.

What is inside

What phantom gain is, and why a $0 broker basis triggers it.
The Form 8949 fix, with a worked example and when to use code B.
Exactly what to gather: W-2, vesting report, 1099-B, and the broker supplemental.
The three numbers to compare before you file.

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