I really appreciate your response. Out of respect for your time, I am going to submit my follow up questions one at a time.
Question 4 follow-up:
Additional information: I have four individual award dates listed, all awarded on the same date of 03/01/14. Their individual vesting dates (listed as "settlement dates") are 03/10/2015, 03/10/2016, 03/10/2017, and 03/10/2018. My 1099-B has only one transaction for the sale, not four. The transaction summary provided by my employer has them broken down for each year. I am not sure if it is important or not, but my company withheld stock to pay for the tax. I also checked my w-2, and there is no entry in Box 14-Other.
With that information in mind, should I enter "various" in box 1b? OR... should I enter each of them in as separate sales? In other words, should I enter the first year only (from the employer provided transaction summary) as sale 1, then "Add" a second sale (and so on) after I complete the entry of the first sale? I am confused because I only have ONE entry for each of the following boxes:
- Box-1c (Date Sold) - shows sale date.
- Box-1a (No. of Shares) shows the total amount of shares sold.
- Box-1b (Date Acquired) is blank.
- Box-1d,6** (**indicates they are net proceeds) shows the total amount of proceeds.
- Box 5 reads "Non-Covered Securities-Code X (unknown Holding Period)".
Thank you in advance, and my apologies if I am being dense. I am just trying to understand and apply your answers to the questions being asked by TurboTax.
EDITED: for clarity (I hope)
