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Hi Renee,

Thanks for reaching out to me.

I went thru the steps you recommended for all the transactions on the 1099-B. All good there.

The issue I was inquiring about is somewhat different.

My W-2 has RSU income from 4 quarterly vestings, but I sold shares from only 3 out of 4 vested lots.

Because of that, my 1099-B has info for only those 3 (out of 4) lots.

Clearly, I could only do TurboTax interview for these 3 lots, but not the one I did not sell.

As a result, RSU income, as computed by TurboTax, is different, understandably, from I have in my W-2.

From what I can see, TurboTax RSU income calculation appears only in the internal TurboTax worksheet.

Is this difference between the TurboTax-calculated RSU income and what my W-2 states an issue that needs to be corrected? If so, I am not sure how I could get the info about the 4th (unsold) lot into TurboTax.

If it's not material, can I assume I may proceed with the filing?