I'm entering the RSU sales listed on my 1099-B form. Because I'm not sure if the cost basis reported is actually correct, I decide to check the box that says "The cost basis is incorrect or missing on my 1099‑B". That leads me through a series of guided prompts. Then on the screen titled "Tell us about your RSU sale", the instructions say this:
"Make sure you only enter the portion of the shares you sold. Your RSU sale will include a portion of shares sold and a portion of shares traded to pay for the taxes withheld. We'll ask about the shares traded for taxes later."
In this particular transaction that was reported on my 1099-B, 17 total shares were vested/released and 9 shares were sold automatically to cover taxes, but I did not sell any shares myself. The online form won't allow me to enter 0 in the "Number of shares sold" box. So instead I try to enter the number that was sold for taxes, 9, which seems to be not following what the instructions said, but like I mentioned it won't let me enter 0.
After that, I'm taken to a screen title "Let's get some purchase info about this RSU sale" where I enter the "Total shares vested/released" (17) and "Shares withheld (traded) to pay taxes" (9) and submit the form to continue. I'm getting error notices on the following pages indicating that I haven't entered enough shares, which makes sense because the system thinks I sold 8 shares (17 minus 9 = 8), but on the very first screen I had entered 9.
Long story short, what is the correct way for me to fill out these prompts accurately? I don't want to get taxed on shares I haven't sold yet.
