PatriciaV
Expert Alumni

Deductions & credits

If you know all of the amounts that need to be entered, ie: cost basis, sales proceeds, commissions, date sold, etc., then you can enter the transaction as a regular stock trade under Investment Income (1099-B).  Entering this information as a regular stock trade avoids the issues around RSUs or NQSOs. If you sold for more than the vesting amount, you'll have a capital gain.

 

  1. Type of investment: Indicate it is a stock sale.
  2. How did you receive?  Indicate purchase.
  3. Acquisition date is the date the SARs vested.
  4. Date sold will be on the 1099-B
  5. Proceeds should come from 1099-B
  6. Cost basis: amount reported to you at vesting.
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