If your RSU's were vested this year, you cannot defer the gain to next year as these need to be reported this year. As far as the 4644, this is an Illinois form that is used to report the gains from only the sale or exchange of securities of an employer that you received in a distribution from a qualified employee pension. Chances are, this isn't applicable in your case but you may need to check with your employer to verify this. .
To report this properly, you would report it like a stock sale and there will be questions that follow asking you if this is from a RSU.
- Log into Turbo Tax
- Go to federal>wages and income>investment income
- Stocks, Mutual Funds, Bonds, other
- Answer the information requested in the next few screens and then enter the information from the 1099B sent to your reporting this stock sale.
- In the next two screens, this will ask if this involved the sale of employee Stock? Here you will say yes.
- What type of employee Stock is it? Here you will select it is Restricted Stock Sales (RSU)
- Then it will ask you to identify the employer. If the employer was listed as a W2 employer, it will be listed. Select the employer that issued the RSU.
- Then the program will inform you what pieces of paperwork you need to report this/these sale(s).
- Then it will ask you to enter your sales information again.
- There will be additional questions asked to finish out this section.
- If stuck on a question, reach out if we can assist you further.
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