17 shares were vested. 9 shares were sold immediately to cover taxes.
I have dozens of these lots over the course of the year that I'm going to have to enter. Most of them are like the situation above where I didn't take an action myself, but it was automated. There are a small handful of transactions where I actually did sell shares myself. All of the above will be mixed together into one number on my W2, so looking at my W2 isn't very clear or helpful, not to mention I also have NQSO sells that are probably also mixed into another area of the W2 as well.
You're right, the 8 remaining shares from the above lot, which were not automatically sold, are not included on my 1099-B. How do I ensure that I don't get taxed for the 9 shares that were sold automatically? If those are on the 1099-B, wouldn't the government assume that as stock sale income (when in reality it's not)?
Or back to my original question, how do I fill out the online TurboTax prompts correctly? I'm not a tax expert, so I like the "dummy guide" TurboTax question prompts, and I trust that TurboTax can sort this out accurately. But like I mentioned previously, it wasn't allowing me to answer "0" to the question of how many shares did I sell aside from the shares for taxes.
