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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 🙂