I didn’t complete a W-9 last year for my ESPP and was getting charged 24% each time I sold shares last year (about 4 times). Towards the end of the year I competed the W-9 and taxes weren’t being taken out when I sold. The Firm that handles the ESPP said that I should get some of the money back because I was overtaxed, but I’m wondering how to go about this. Is this something that I should include in my tax return?

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Each time you sell you generally have taxable income. If you withheld, you just prepaid tax. When you file your return you will pick up the income and the withholding. If the withholding rate was too high you will get some money back depending on your total tax situation

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Thank you!!!

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