Here is my situation. I had a vest of 234 on 5/15/2024. 96 shares were sold to cover taxes (short noncovered). Share price at the time was $184. I later sold on 9/1/2024 the rest of that lot, 138 shares with minimal appreciation. Share price on 9/1/2024 was $186. I have 2 sales that I have to account for in my 1099-B. How should I divide up the vest to work properly in the 1099-B guided wizard? I initially tried:
Transaction 1: 96. - RSU was 96 with 48 sold for taxes
Transaction 2: 138 - RSU was 138 with 48 sold for taxes
I thought that is what the help section told me since they were 2 sales from one RSU lot. When I do the smart review, I get an error indicating that I need to add 48 more shares for each Transaction in the 1099-B Worksheet. It wants me to add more shares to line 25. column(b). What am I doing wrong? If I wasn't trying to use the guided 1099-B, I would just put cost basis as $184x96 for transaction 1 and put $186x138 for transaction 2. But then the total for what I should have in my W-2 is totally wrong.
