Get your taxes done using TurboTax

I was able to fix the errors in this worksheet.  TurboTax is trying to calculate the RSU income based on the information provided and will then ask you to double check it.  I do encourage people to fix the errors because while it did not impact my stock gains, for some reason the AMT came out way differently and my tax liability went down. 

I got this error when I didn't correctly entered the number of shares vested for the lot.  This is important for all those RSU  lots vested during the year (2020 this case).   If you sold shares from the same lot multiple times during the year you need to divide the number of shares vested across these transactions appropriately.  For example, I vested 200 shares.  70 were sold for taxes.   Then I sold 30 shares later in the year.  You need to put 140 (70% of 200) as the vested shares in the worksheet for the 70 shares.  And 60 (30% of 200) as the vested shares for the 30 shares transaction.   

I hope this helps other people.