@ScottW00 the way I now understand it is that I only have to indicate that the sale of stock is from an RSU if it's stock that was part of a vesting. In that case some of the stock will be sold to pay taxes. As an example - in my friend's case she had 4 separate vestings during 2021. Each one vested 29 shares of stock to her with 11 shares being sold each time to pay taxes. If the selling price of the shares on the vesting date was $100 then she would have $2,900 (29 shares x $100 per share) added to her income for that vesting. In addition, the 11 shares sold to pay the taxes shows up on her W-2 as stock earnings offset. The end result is that her Fidelity portfolio has 18 shares of stock added to it that she can sell when she chooses. So if she decides to sell 10 shares 2 years later for $150 a share she would have a long term capital gain of $500 (proceeds of $1500 (10 shares @ 150/share) minus the cost of $1000 (10 shares @ 100/share)). This stock sale is NOT reported as an RSU transaction because she now owns the stock outright so it's just a regular sale.
When I followed this logic and re-entered all her stock "sales" everything calculated correctly and agreed with the statement she got from Fidelity.
Good luck
