I received a 1099-B from my brokerage and it has a total of 5 sales on it. These are RSU's, where 2 of the 5 sales were sell-to-cover options for taxes. 3 of the sales were me manually selling the stock.
What I'm struggling with is entering this detailed info in the RSU section of TurboTax. Mainly, at some point it asks for the total number of shares vested, followed by the total number of shares withheld for tax. Since 2 of my "sales" were sell-to-cover, I'm not sure how to enter this information in?
For example:
Let's say I had 200 shares vest May 1st. On June 1st, 50 of those shares were sold as a sell-to-cover. On August 1st, I sold 150 shares of the available stock.
That's 2 sales on my 1099-B, so when I go to enter the information into TurboTax, do I say my total vested was 150 for one sale, 50 for another? If so, do I then say 0 withheld on the 150 then 50 on the 50? The first half makes sense because it adds up to 200, but the 2nd half seems like it'd throw off the tax calculations by saying 0 of 150 shares were withheld, so this is the part where I'm getting confused.
I'm a stock imbecile, I really wish my company had never given me these things, so please help explain this to me like I'm 5.
Thank you!
