Hi,
For the RSU portion when I complete entering all of the transactions on my 1099-B I get asked the following question:
"On X Form W-2 from X Company check that the following employee stock plan amount were included in Box 1 wages
- Stock Plan Type - Restricted Stock Units (RSU)
- Amount We Computed - $XX,XXX
- Is this income included in wages? - Yes
However, my W2 lists the PSU value granted and my 1099-B lists the shares sold to cover taxes.
When I am entering the 1099-B information I get asked the following question: What type of employee stock is this? My only option to select since its a PSU - Performance Stock Unit is None of these
The question I have is the following - since this is reported on my W2 but when entering the 1099-B info there is not a similar question as to when you enter the RSU portion is this the correct way to enter this transaction? Or Is there an additional reporting step I need to take here?
