DavidD66:
Like the person you were replying to, I had RSUs that vested and were distributed to me, which I sold [for both long and short terms losses! :( ]. My 1099-B provided the correct basis information to me, but did not report it to the IRS. Using what is shown on my 1099-B, I entered the basis information into Turbotax, which calculated my losses into the return. Smart Check Error, however tells me on each entry that "Employer Worksheet: Line 25, Column (b) should be entered." I have no idea what should be entered, where I would obtain that information, and where this worksheet can be found. Is this material to my return? Can I just ignore it and file?
Additionally, after entering that information for each sale, Turbotax asks me to enter information about the vesting of the RSUs, which seems to me to be irrelevant, since the only RSUs I sold had fully vested and been distributed to me. I have ignored the fields on that page, as nothing I have from my employer regarding vesting matches the transactions in which I sold the shares distributed to me.
Additionally, I note that the IRS withheld amounts from all these sales, even though they were losses. How do I reclaim the amounts withheld?
Thank you.
