PhilBax
New Member

Investors & landlords

Alright, figured it out.

The RSU vesting was reported on my W-2, but not explicitly. It was just part of my wages. I confirmed this by checking my last paystub of 2015, which listed it as part of my total income for the year.

As far as cost basis, the cost basis is simply the number of remaining shares (after withholding) * FMV when sold. I had to navigate to a different section of Computershare's site to find that information, but I eventually tracked it down.

The last part of the puzzle was "lots". I had multiple lots of shares that vested over the last couple of years, and the sale info in Computershare broke down which shares from which lots were sold (in my case, I sold all of them).

So:

- I had to tell Turbo Tax I would enter the cost basis info later
- Tell it I would enter the extra info it needed now
- Tell it that I had shares as part of a ESPP program, etc.
- Tell it specifically these were RSU shares
- Click through a few forms
- Tell it shares were from multiple lots
- Break down each lot with: shares that vested (after withholding), date vested, and FMV at the time of vesting

TurboTax figured out the cost basis and how much I had in capital gains and losses.

Finally, during the Federal Review, it asked if the shares that vested this year were reported on my W-2. The *description* mentioned it may be listed on my paystub. At first, I clicked "no", as it wasn't explicitly listed (I thought it might be an entry in box 12), but I later discovered it was listed on my paystub, and my total income on my last paystub of 2015 -- vested stock included -- matched the total amount on my W-2.

I couldn't figure out a way to change my answer, so I had to go back and delete the 1099-b and redo that whole process. -_-

Finally done!!!

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