walmart computershare

walmart computershare Tax Season: Employee Stock? I work at a local WalMart in my area. I started working last year and for several months now I had ...


walmart computershare
Tax Season: Employee Stock?

I work at a local WalMart in my area. I started working last year and for several months now I had been investing in Employee Stock through WalMart and “ComputerShare”.

Recently I just finally had access to health benefits and the like. So I cashed out my stock and stopped buying WalMart Employee Stock, to save money when they start taking out for health benefits.

I have two questions:

1.) I paid about $20.00 a check since late 2008. I ended up getting around $350.00 – $400.00 back in employee stock when I finally sold it all. I did not have taxes taken out of the stock I purchased. How badly will this effect this years taxes for me?

2.) When I go to file I am going to HNR Block, what kind of paper work will I need for the Employee Stock? Will a cash out or dividends print out be enough?

Thanks, I know this is a bit early for these questions, but I am trying to get to this ahead of time so I know what’s going on.

You’ll get a statement from Walmart around the same time that you get your W2, detailing all the fun stuff about your stock purchases. Just take that with you when you get your taxes done.

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