Thank you for your thoughts, George (and for confirming that the step-by-step TT instructions for RSUs aren't as beneficial as they should be--considering this is why I upgraded to Premier in the first place!). I assume I must add each item shown on my 1099-B onto Form 8949, including the Noncovered/Box B transactions (which are the transactions that were sold to pay taxes), correct? Therefore I'm not even sure how I would do as you suggest.
It is easy for me to find the cost basis of both types of RSU transactions (those for taxes and for profit)--I have them all on my broker statement. It's making them fit into TurboTax where I am struggling! I typically count on TT's step-by-steps to do my taxes, but in this case I find I'm overriding the questions to get the results that seem like the legal and accurate ones. If I were better at understanding the forms I would have just dropped TT and done that days ago, and we would not be having this conversation.
At this point here is the hack that seems to be working: I am entering all the 8949 Box B transactions (those sold for taxes) with the number of shares in this transaction as the "Total Shares Vested for this Release" value (30, in my example above, rather than 100), and putting "0" as the "Shares Withheld to Pay Taxes" (ironic, since these are actually the shares that were paid for taxes), and I'm doing the same thing for the 8949 Box A transactions (those whose money we kept). Ignoring the larger questions about the whole release and entering each transaction as a separate individual unit (with the correct dates and basis amounts, of course) results in an accurate depiction of how much my total RSU Compensation Income was (as specified in Box 14 of my W2).
But it makes me verrry uncomfortable to deliberately mis-answer TurboTax's questions in order to get the accurate numbers. They should KNOW that these days, many Noncovered/8949 Box B transactions might be RSU-withholding sales...and frame their questions accordingly! (If I could only find a place to submit issues! Another gripe.)
