Personal Finance (Not Investing) • RSUs vested in 2023, did not sell; anything needed besides W-2?

I see a fair bit of discussion on RSUs that vested and were sold, and making sure you use the correct cost basis for them (see e.g. viewtopic.php?t=370856). My question is slightly different:

1. Employer uses E*TRADE for stock plan management
2. I had RSUs vest in 2023
3. The company withheld approximately 40% for tax purposes
4. I did not sell the remaining RSUs, I am still holding them

Do I need to wait for anything from E*TRADE, or is all the relevant information (wages, income tax withheld, etc.) covered by my W-2?

I am otherwise ready to file my 2023 tax return, the only provider I haven't received any tax documents from (yet, at least) is E*TRADE. From the other threads, I'm guessing I may or may not receive a supplement from them; if my understanding is correct, that supplement only becomes relevant for the tax year I sell the RSUs.

Statistics: Posted by SwiftKey — Sat Feb 03, 2024 8:35 pm — Replies 2 — Views 236

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