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1099-B RSU - Allocating RSU Shares for Multiple Sales
I need help understanding how I am supposed to allocate RSU Shares for multiple sales when populating the "Enter Vesting (Or Release Information)" - Specifically - TOTAL SHARES VESTED/RELEASED & SHARES WITHHELD (TRADED) TO PAY TAXES
On 2/22/2022 16 shares vested and 8 weres sold to cover
On my 1099-B I have 3 separate transactions:
- 7sh Sold on 2/13/22 (Order Type - RS STC)
- 1sh Sold on 2/23/2022 (Order Type - RS STC)
- 8sh Sold on 2/28/2022 (Sell Restricted Stock)
What is the right way to break this up so that I complete the Enter Vesting (Or Release Information) section correctly for all 3 transactions?
Topics:
March 12, 2023
12:38 PM