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Investors & landlords
No "expert does your taxes" help with the desktop version. But there are other options. If you would like help with your tax return, we are glad to help in several ways - including doing the return for you. Please see the options if you want help online here. For the desktop, you have us, here in community. We do have a new referral program and you may want to use a local to get your questions answered and find your balance.
The important thing is to understand how the RSU is being reported and to track the amount being reported in your income. The lots sold to cover the taxes will appear on the 1099-B and the sales will be included in your tax paid on your w2. Usually, the 1099-B will not have the cost basis since that comes from your employer and is not related to the broker. This is why you need to know the amounts included in your compensation.
The software changes each year so how you enter it will change. For 2022, you had to go to the other uncommon situations. For this year, you should be able to enter your 1099-B which shows the lots sold, enter the basis - which is included in your w2 box 1. The program will ask about tax paid and you leave that part blank in the 1099-B section since it is included in your w2.
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