Hello, I’m running into this as well with RSUs. Please help. Is Form IL-4644 just for pensions and stock plans for retirement? Meaning, you don’t complete this form for RSU sales?
I live in Illinois and sold RSUs. I reported 1099-B on Federal, do I still need to complete this IL “Sale of employer securities…” section? If I do, it says I’ll be completing Form IL-4644, and I won’t be able to e-file.
The question TurboTax here is confusing me. On one hand, this IL section is asking for sale of employer securities under pension, profit-sharing, or stock bonus plan. On the other, it says not to complete for sale of stock options from employee stock purchase plan. Which do RSUs fall under? It seems profit-sharing and stock bonus plan are more for retirement plan purposes, which RSUs don’t really fall under - or do they? But, RSUs aren’t really stock options either. And on IL-4644 itself, it says that it’s to report sales under qualified employee benefit plan, which seems to be more for plans around retirement. So, do you complete this IL section for RSUs?
thank
