mmp151
New Member

Restricted Stock Units (RSUs) - Smart Check Error on 1099-B Worksheet

I received and sold Restricted Stock Units (RSUs) from my employer in 2020. Since these RSUs are included in my W2, in prior years I just put in the proceeds and cost basis for each lot. But this year it looks like RSUs fall under employee stock plans (maybe they did in past years and I didn't catch it) so I have to fill out a few more worksheets; none of which change my taxable income or federal / state tax due. However, during the Smart Check review, I keep getting errors on four of the worksheets on Form 1099-B section 25, after the lot is listed, the next line is blank and its looking for me to enter something but it should be blank. I had 10 sales, it looks like this only impacts 4 sales of which all shares were sold to cover taxes. Anyone else having this issue? Any recommendations?