请教RSU缴税

请问：
1，w2里已经将rsu算作收入扣除了联邦税
2，在rsu vest的时候又以卖出部分股票的方式来cover tax,


这样是不是重复交税了，在报税的时候是否能将重复交的部分拿回来？

W2 里写的就是 vest 的时候卖出 cover tax 啊... 1 就是 2 啊... 2 是发生的事实, 1 是把这件事实登记了下来...

你觉得这么普遍的情况会所有人都是 double tax 嘛... RSU 系统怎么可能这么蠢

Reddit上有个人解释得挺好的: ”There are two taxable transactions with RSUs: first when the shares vest the Fair Market Value (FMV) is taxed as compensation. Then when you sell the shares you have capital gains or losses to report on your return.  When the RSUs vest the income will be included in compensation in Box 1, and usually federal withholding taxes are 22% because it's considered a bonus payment. The employer isn't required to itemize or provide the Fair Market Value of the shares on the W-2. Usually shares are sold to cover compensation taxes and you get the remaining shares.”

yytax1 发表于 2025-1-19 00:23
Reddit上有个人解释得挺好的: ”There are two taxable transactions with RSUs: first when the shares ve ...

还是不太明白。既然rsu在w2的box1中已经被算作了收入并且预扣了联邦税和Medicare tax, 为什么vest 的时候还需要卖出股票来cover tax (Federal tax, Social Security and Medicare tax). 那不是意味着同一批收入被征收了两次税吗？

补充内容 (2025-04-06 11:55 +08:00):

"Usually shares are sold to cover compensation taxes and you get the remaining shares.” 如果是这样的话w2 中就不应该预扣这批税款。


已经搞清楚了:RSU vest 税款已经计入到了w2中了