memps02
Returning Member

1099-B Entry Question

TurboTax Experts,

 

I worked for Employer 1 at the beginning of 2021. Part of the compensation from Employer 1 included RSUs that vested along a predetermined schedule. The division I worked for as part of Employer 1 was purchased by Employer 2 in February of 2021. Employer 1 and Employer 2 arrived at an agreement where the RSUs that I was scheduled to receive from Employer 1 would be honored for 1 yr after the acquisition date. At the end of the year, I received a 1099-B detailing the sales of the vested RSUs I received from Employer 1; however, the total amount of the awarded (and vested) RSUs was reported on the W-2 from Employer 2. When inputting the information from my 1099-B in TurboTax, should I indicate that it was provided by Employer 2 since it is included on the W-2 from Employer 2, even though the RSUs were shares of Employer 1's stock? Thank you in advance for any assistance that is able to be provided.