Investors & landlords

I'm still trying to grasp all of what you said and I would argue that by no means is this straightforward. Having to jump through hoops to avoid "getting taxed twiced" is not simple/straightforward for ordinary people like me who are not tax experts. I appreciate the details you provided on how RSUs generally work, but my original question was: "how do I fill out the online TurboTax prompts correctly?" I haven't gotten an answer to that question yet.

 

You just said: "I recommend you enter your transactions without indicating you are reporting the sale of company stock." This sounds like a workaround and not how the product is supposed to be designed to be used. If this is the recommendation from TurboTax Support, can you please provide verbatim the exact Turbo Tax sections, prompts, and which answers I should select then? It may require a product support person to answer this question rather than a tax expert? I am entering the RSU sales manually. How do I fill out the prompts in such a way to avoid it noticing that it's a company stock sale? It would be great to get instructions that verbatim match the form questions in the product. Thanks