Taxstra • Planning worksheet • 2026-09-05

RSU Cost Basis: Reconciling Payroll, Brokerage Statements, and Form 1099-B

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Record	Check	Your records / questions
Payroll	Compensation included
Award statement	Shares and settlement value
Tax withholding	Shares/cash used and wage payments
Brokerage	Proceeds and reported basis
Tax worksheet	Correct basis and required adjustment

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.

Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.