GOOGL RSU Form 8949 Review: W-2-Supported §83 Basis Path

PROOF LOG #033

GOOGL RSU Form 8949 Review:
W-2-Supported §83 Basis Path

1099-B reports the sale. Prepared records prove the basis path.

Sale Surface Risk
1099-B Reports The Sale

The sale surface exists, but it does not show the full prepared RSU basis path across multiple vesting records.

FDL View
FDL Verifies RSU Basis Path

FDL verifies the filing-facing RSU basis review across Transactions, Tax Report, Audit Trail, and Tax Alpha Dashboard.

1099-B reports the sale. It is not the full prepared RSU basis path.

In this GOOGL case, three RSU vesting records flowed into one 6,500-share sale surface.

FDL verified that the prepared W-2-supported §83 basis path flowed into the filing-facing review outputs.

Tax Report used the prepared basis. Audit Trail showed two vest lots consumed and the May 2025 vest lot remained open.

Prepared records prove the basis path.

Proof Summary

Problem: A 1099-B sale surface can report the sale without showing the full prepared RSU basis path across multiple vesting records.

Prepared input: Three GOOGL RSU vesting records were classified from BUY to VEST so the prepared W-2-supported §83 basis path became reviewable.

Board result: Tax Report used $1,093,545 of prepared W-2-supported §83 basis; Audit Trail showed two vest lots consumed and the May 2025 vest lot remained open.

Boundary: FDL did not fix the 1099-B or discover W-2 truth. It verified the prepared RSU basis path through reviewable board outputs.

WATCH THE BASIS PATH

Watch a GOOGL multi-vest RSU sale become a filing-facing Form 8949 basis review path.

TL;DR
  • Three GOOGL RSU vesting records flowed into one 1099-B sale surface
  • Transactions classified the RSU vesting rows from BUY to VEST
  • One 6,500-share sale touched multiple RSU vest lots
  • Tax Report used $1,093,545 of prepared W-2-supported §83 basis
  • Audit Trail showed two vest lots consumed and the May 2025 vest lot open
  • Tax Alpha Dashboard showed W-2 Basis (§83) as Realized + Embedded

EXECUTIVE PROOF

Sale Surface / Basis Path Gap

  • 1099-B reports the sale surface
  • the sale surface is not the full prepared basis path
  • one sale surface can obscure multiple RSU vest-record basis paths
  • classification must make prepared vest records reviewable
  • the reviewer still needs basis, term, and open-lot visibility

FDL Registry of Truth

  • three GOOGL RSU vesting records were reviewable
  • BUY → VEST classification made the prepared basis path visible
  • Tax Report used prepared W-2-supported §83 basis
  • Audit Trail showed two vest lots consumed
  • May 2025 vest lot stayed open for review

PHASE 1 — THE PREPARED RSU RECORDS

Three GOOGL RSU vesting records entered the review path.

Transactions classified the vesting rows from BUY to VEST.

BUY → VEST made the prepared RSU basis path visible.

PHASE 2 — THE 1099-B SALE SURFACE

One 1099-B sale surface reported a 6,500-share GOOGL sale.

The sale touched multiple RSU vest lots.

1099-B reports the sale. It is not the full basis path.

PHASE 3 — THE FORM 8949 REVIEW

Tax Report used the prepared W-2-supported §83 basis for the filing-facing result.

Tax Report used $1,093,545 of prepared W-2-supported §83 basis.

The prepared basis path flowed into the filing-facing review output.

PHASE 4 — CONSUMED LOTS / OPEN LOT

Audit Trail showed two vest lots consumed.

Audit Trail showed the May 2025 vest lot remained open.

The consumed and remaining vest lots stayed reviewable.

WHAT STAYED REVIEWABLE

Tax Report

Tax Report used the prepared W-2-supported §83 basis for the GOOGL sale: $1,093,545 basis used in the filing-facing review result.

The Form 8949 review stayed tied to the prepared RSU basis path.

Audit Trail

Audit Trail showed two vest lots consumed and the May 2025 vest lot remained open.

The sale preserved a reviewable multi-vest basis path.

Tax Alpha Dashboard

Tax Alpha Dashboard showed W-2 Basis (§83) as Realized + Embedded.

The prepared RSU basis path became visible at board level.

WHY THIS CASE MATTERS

Tech executives and UHNW clients can have multiple RSU vesting records feeding a single taxable sale.

The 1099-B sale surface reports the sale, but it does not prove the full prepared basis path.

Form 8949 review needs filing-facing basis support from vesting records through sale output.

The value is a reviewable path from prepared RSU records to filing-facing result.

WHAT FDL IS SHOWING HERE

FDL did not fix the 1099-B or discover W-2 truth.

FDL verified the prepared RSU basis path through Tax Report, Audit Trail, and Tax Alpha Dashboard outputs.

FDL did not replace CPA judgment. This is not tax savings.

1099-B reports the sale. Prepared records prove the basis path.

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