SharneyL
Returning Member

Adjusted Cost Basis from ETrade

Hi - I'm trying to finish my taxes for this year.  I have RSUs that have vested and I also sold some in tax year 2021.  I have my 1099b and the supplemental from eTrade but I don't think I'm entering the information correctly in TurboTax.    I'm entering by each transaction to keep things straight: the date acquired/date sold, box1d for proceeds and then adjusted cost basis from supplement for box1e.   Next screen is Less Common items which I have none.   I then assume these are all considered sales whether vesting or the actual sales so I mark the next screen as a Sale of RSU - stock acquired through a stock plan.    Then I move on to the Enter Vesting/Release Information page.  I am lost on this screen as to what is needed.   Is this information required for both vesting and the sale or truly just the vesting?    I have tried entering info several different ways but I never come up with the same number that eTrade displays for the gain/loss on the supplement form.   Am I missing a piece of key information or am I using the Enter Vesting/Release page incorrectly?   Any help is greatly appreciated.   TIA 🙂