JotikaT2
Employee Tax Expert

Investors & landlords

Please see the following link for more guidance as it may vary depending upon the type of stock you have and how you received the stock.

 

How do I find and enter the cost basis for my RSU or ESPP sale?

 

These links also provide a bit more detail on how to enter the information into TurboTax based upon the type of stock that was sold during the year.  

 

How to Report RSUs or Stock Grants on Your Tax Return

What are restricted stock units (RSUs) and how do I report them?

How do I enter Employee Stock Purchase Plan (ESPP) sales in TurboTax?

 

In regards to the cost basis, you may need to reach out to your HR department or payroll department to see if they have the cost basis if the brokerage company does not provide the information to you.  Another option is to review your tax records from the year where the stocks were issued or granted (if applicable) as you may have been issued a letter then that would help you determine your cost basis.

 

How do I find a stock's cost basis?

 

@brandonlupo7 

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