dew3773
New Member

Get your taxes done using TurboTax

@Anonymous 

I am using the step-by-step process under schedule B. Following each of the steps as an RSU.  I have 14 different transactions but this error appears in only 4 transactions where the shares sold to cover is greater than the remaining shares held.  There were no other shares sold except for the sell to cover shares. For example total shares issued at vest 1000; shares sold to cover 550; remaining shares 450.  The error then is disclosed in the RSU Worksheet, Part VI RSUs, Line 25 with a note that says 450 of the 550 shares have been accounted for. Need information for 100 shares.  The result of this error is a gain calculated on the 100 shares at a zero basis.

 

All sell to cover transactions are properly included in W-2, with taxes withheld. There should be NO tax implication on this transaction. TurboTax seems not to contemplate scenarios where the sell to cover exceeds the shares remaining.

 

Thanks for looking into this.