I have a question on how to enter RSU information on RSU stocks that were sold AFTER they were vested. I'm doing a tax return for a friend who is getting RSU options from her company. I understand how to enter the RSU information when she gets vested options that have some sold shares to cover the taxes. But, I can't quite figure out what I need to enter when she sells some of her vested shares (Example - she has 100 vested shares and sells 19 from her portfolio).
In going through the step by step process I think I have to indicate that the shares were from an RSU option plan and enter RSU info on the screen shown below. But, when I do that it adds the total to the compensation income (see 2nd screenshot) which is supposed to be on her W-2 but the sale of vested stock won't be on her W-2, it's on the Fidelity statement she received. I tried leaving the Total Shares Vested/Released as zero but that just generates an error in the final review. Do I need to indicate that the sale is from an RSU option or is it just a regular sale of stock?
Any help is appreciated. Thanks
