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Get your taxes done using TurboTax
No, the sales from prior year lots affects nothing insofar as the compensation calculation. It's only this year's vestings that create compensation and if you only had one sale and one vesting this year then the amounts should agree. So if you entered the "prior years' vesting" dates properly, (well, at least telling TT that they didn't vest "this year"), you should get the RSU step by step calculation to come up to the correct answer. If you're still "short" with TT's calculation then it has to be a misstatement in either the number of shares that vested this year or the use of the incorrect "fair market value" figures.
‎June 6, 2019
10:24 AM