@roballenjr79
"I was able to complete my RSU's without a problem but i am not sure how to caterogize my SSAR's."
I assume your reference to "how to categorize" the sale of stock acquired via SSARs is referring to TurboTax's "guided" interviews for stock acquired through an employer.
There is absolutely no "Income Tax Return Reporting Requirement" to use any of the guided interviews for the sale of employer stock incentive programs. Nothing in your income tax return reports "how I acquired this stock", with the exception of inherited stock. All security sales on Form 8949 look exactly the same:
- What was sold
- Date sold
- Proceeds
- Cost basis
- Date acquired
- Basis adjustment amount and code (in some cases).
If you know your acquisition date and your per share basis then simply enter the 1099-B exactly as it reads (wrong basis and all) and then use the mechanism provided by TurboTax to correct the basis. (In the desktop versions you click "I'll enter additional info on my own" and then enter the correct basis in the "Corrected basis" box. I assume "online" versions have something similar.)
