For those stuck on RSU turbotax hell. I figured out how to get around this error. In my example, I vested 234, and I sold them in 2 lots, 96 shares once for taxes on 5/15, and the remaining 138 shares on 9/1/2024. Because it was an imported form, it marks all line items under the short-term non-covered (cost basis not reported to IRS) as RSU sale which is technically correct. What I did was took the whole lot and associated it with the first transaction of 96 shares sold for taxes, 234 vested, 96 held back. In any case, I then duplicated the second transaction manually, saying that it was not a RSU related transaction, but that it was already owned stock which is true. I put in the proper cost basis manually and I don't have to go through the RSU guided steps. I went back and then deleted the other imported transaction that was 138 (otherwise it would be duplicated). Essentially, turbotax is improperly categorizing all short-term noncovered transactions as RSU transactions. I had 2 long-term noncovered transactions that were not categorized as RSUs but the cost basis was properly provided. For all the short-term ones, cost basis was 0 which is completely wrong (thus the RSU guided steps). The RSUs were all put in and added up to the correct number which was on my W2. Turbotax needs to fix this RSU calculator. If we could just put in all RSUs and TT figure out in the backend all transactions and matching them as needed.
