Buddyrey1
New Member

State tax filing

I also sold company shares that were received through a LTIP plan (which I believe is similar to the RSU mentioned in the original question).  The State of IL is asking me to include the date of distribution for these securities, market value of stock on that date, and federal tax basis on that date.  Since these shares vested on different dates, in different years, how would I represent that on the form.  I included the Fed Tax gain that is included on my Federal return, but not sure how to handle the fields on the IL form since it seems to be asking for MV at time of distribution - not time of sale -- and again there were multiple distribution dates.