I fought the IRS and won (partially) on RSU's

[FHRRK]

2. It isn't just Fidelity

It is all of them, all following IRS guidelines!

I made the mistake the first two years filing via quicken. A person downloads the docs as they step through the program, but guess what the Addendum doesn't get downloaded as a required doc. I then had a CPA make the error, but based on experience was quickly able to direct her that the Addendum wasn't included in my filing!

This has been going on since at least 2016 yet the IRS hasn't fixed it, almost like they don't want it fixed.

General comment, many working for tech companies get 10 to 15 percent of income via RSU's, then the IRS tries to take 70% of that figure.

The executives making millions, not many likely end up filing with the error. Some programmer or consultant making 100k, often time takes a 10k tax hit. They get a letter two or three years later, payment demanded within 30 days, can't get through to IRS, end up paying! Then if you do fight it you have two years to get it corrected. Can't get a response from the IRS tough shit, two years the Statute of Limitations runs our and the IRS says too bad.

Finally, on that 10k they will charge you about $1,500 interest when you get the notification. So I paid the interest due while fighting, (interest accrued over 2 years) four years later I got it reversed, interest IRS will pay me - $0.00.