JCQ4
Level 2

Illinois Sale of Employer Securities

Hello. I sold RSUs in 2021, and reported Form 1099-B on my Federal. 
1) Do I need to report RSU sales on IL tax return?

2) On IL, I looked into Sale of Employer Securities. Do I need to complete this for RSU? TurboTax says this is to report sale of securities from Pension, Profit Sharing, or Stock Bonus Plan..and not to report Stock Options from ESPP. Reading around, profit-sharing and stock bonus plan securities seem more for retirement, which RSUs are not. But RSUs are not really stock options either. So do I complete this section. If I do, it generates a Form IL-4644, which I can’t e-File. This Form also reads like it is for securities that are more for retirement.

 

here’s another post on this, that didn’t really answer the question completely.

https://ttlc.intuit.com/community/state-taxes/discussion/sale-of-employer-securities-in-turb[product...