AmyC
Expert Alumni

Get your taxes done using TurboTax

I see RSU- which means you don't own the stock until it vests or you reached a milestone with the company. That date is your acquisition date and very likely your company did not tell the brokerage. Instead, the brokerage is going by what they can figure out.

 

When doing your taxes, use the correct dates and holding periods. Also, be sure to add the basis that was included on your w2 when the stock vested.

 

Since it is importing with information you need to correct, you can delete the import and enter the 500 as one transaction and the 76 as another. Continue entering correct dates and basis. Remember to include any transaction fees in the basis.

 

I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your  carryover information, and proof of your basis in your various investments. Digital or paper, you just need to keep the moving parts trackable.

 

Form 8949 page 1 is short term and page 2 is long term.

 

See:

 

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