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Get your taxes done using TurboTax
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?