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SAR and RSU Cost Basis spreadsheet
Hi. I am struggling to make sure I am entering the correct info in TTax for a number of SSAR and RSU transactions (including SellToCover, ExerSales, and WitholdToCover). I tried to put a spreadsheet together to make sure I was using the right data to get to Cost Basis. When I look at the results compared to what I have in a broker statement... it does not match. Before finding a local CPA, is anyone willing to review a gSheet and help me get the calculations right? I am not just trying to solve 2019. Trying learn and avoid a lot of struggles going forward, but just can't seem to understand this correctly.
March 15, 2020
8:01 AM