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Hoots : Offsetting the tax on vested RSUs with short term capital loss For sake of simplicity let's say I vested 100 shares from RSUs, that triggered a stock sale of 40 shares at /share to cover tax withholding of 0. Is it - freshhoot.com

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Offsetting the tax on vested RSUs with short term capital loss
For sake of simplicity let's say I vested 100 shares from RSUs, that triggered a stock sale of 40 shares at /share to cover tax withholding of 0.

Is it possible to offset the ,000 gain realized from vesting with a carried over short term capital loss from past years (has nothing to do with the RSUs or the company) and somehow get the 0 taxes withheld back from Uncle Sam?


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No.

The gain on RSU is not a capital gain, it is considered wages and treated as part of your salary, for tax purposes. You cannot offset it with capital losses in excess of 00 a year.

If you have RSUs left after they vest, and you then sell them at gain, the gain (between the vesting price and the sale price) is capital gain and can be offset by your prior years' capital losses.


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