Get your taxes done using TurboTax

Thanks @TomYoung.  I appreciate your response! 

 

I am trying to get the cost basis right as that was not reported.  To complicate things, I have multiple transactions of RSU's and SSAR's.  It looks like only the SSAR's get reported on the 1099B.

 

For the SSAR's, I had two transactions.  One was an ExerSale, and the other a SellToCover.  Only the Sell To Cover has Income and Capital gains info.  Since the W2 has all the RSU and SSAR income, I am having some trouble double checking my math for each "lot".   In general I understand that for the Exersale, I am selling all shares, while in the STC, I am just concerned with the shares sold to cover taxes (so the per share basis helps me get there).

 

I will re-read your response and give it another shot!  And... I think you have indicated in the past that for RSU/SSAR's in TurboTax, we should NOT use the interview process as it will confuse things?  Unfortunate because I could use the guidance 🙂