RE: ESS vest matching share without selling it, is it reportable income?

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(Community Support)Community Support

27 July 2021

Generally, you'd only need to report when you sell them.

There's an exception if you had the choice of being paid a cash dividend or of being issued shares under a dividend reinvestment plan. If you had the choice then the shares are treated as a dividend and the amount of the dividend is included in your income.

The statement should indicate the share value subject to tax or if you've been issued tax-free bonus shares.

Hope this helps, thanks :smileyhappy:

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