I would say that generally you can use the RSU step by step interview, but do you really need to?
I guess that you've been awarded some amount of your employer's stock and the "fair market value" of the award, (or, if you paid something for the stock, the "spread" between the amount you paid and the "fair market value" of the award), has been reported as compensation on your W-2.
Further, since you've referenced a TurboTax list that "includes ESPP, NQSO, ISO, RS, RSU", I guess that some of that stock has been sold. It's been sold either "for taxes", (i.e., you paid nothing for the stock), for a "cashless exercise", (i.e., you did need to pay some amount for the stock and the sale funds that payment plus the taxes), or you personally sold some stock "for cash", (i.e., "fun money!").
It doesn't really matter why you sold the stock, your basis in the stock in all cases is the same: it's the per share "fair market value" used by the employer to calculate the compensation reported on the W-2 for the GROSS amount of the award.
Examples:
1) You were awarded 100 shares and 30 shares were withheld or sold "for taxes" and your employer reported compensation of $1,000.00 for this award. Your per share basis is $1,000 / 100 = $10.00 per share. That's the per share "fair market value" your employer used to calculate the compensation.
2) You were awarded 100 shares and had to pay $2.00 per share and 44 shares were "sold to cover" and your employer reported $800.00 for the award. Your per share basis is $800 / 100 plus the $2.00 you had to pay for each share = $10.00 per share. That's the per share "fair market value" your employer used to calculate the compensation. (($10 -$2) x 100)
The next thing to understand is that there's no "income tax reporting" reason to use any of the "employer stock" step by step interviews to report the sale. Nowhere in the income tax return is there any indication that "this stock was acquired through an RSA/RSU/ISO" etc. IF you know the correct basis in the stock - and you should - THEN you can simply report the sale as a sale of "stock".
The only issue with reporting the sale of employer stock is that brokers only need report the "out of pocket" basis of the stock sold. (That would be either "$0" or ("$2 x number of shares sold) using our examples.) So what you need to do is to simply enter the 1099-B exactly as it reads and then click the blue "I'll enter additional info on my own" button. On the next page enter the correct basis in the "Corrected cost basis" box. The correct basis is: (# of shares sold) x (per share basis for that lot.)
Tom Young
(SINCE THE DEVELOPERS CHANGE THE SECURITY SALE INTERVIEW EVERY SINGLE YEAR I'LL NOTE THAT THIS ANSWER'S DIRECTIONS ON HOW TO CORRECT THE BASIS FOR THE SALE PERTAINS TO THE 2016 INCOME TAX YEAR. I'M SURE THAT THE INTERVIEW WILL CHANGE IN THE YEARS AFTER THAT.)
