DawnC
Employee Tax Expert

Get your taxes done using TurboTax

Sounding as if there is something off in the Form 1099-B entry since TurboTax is asking you to confirm the wrong amount of compensation income.   Go back through the 1099-B entry in TurboTax and make sure that the form and your entry is reflecting only the shares that were sold to cover the income taxes.    The 1099-B should only report shares that were actually sold, not the ones that were vested.   Everything vested go to compensation income, but capital gains/loss only come into play once shares are sold or disposed of.   

 

What are restricted stock units (RSUs) and how do I report them?

 

You can edit the compensation worksheet if you need to, see this answer to another multi-lot ESPP transaction.   

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