- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
Understood. One follow-up - if I go through the "Guide me step-by-step" option (in other questions I have read that you don't recommend this; however, it seems to be only the way to specify that a transaction involved RSUs), eventually I come to a point where it asks me input my sales information. The prompt reads:
"Your RSU sale will have a portion of the shares reported as sold, and a portion that were traded to pay for the taxes withheld.
Enter only the portion reported as sold on your Form 1099-B. We'll ask for the shares used for the taxes a few screens later."
So, again, I have not sold any shares that have vested. Do I put zero here? The net shares I acquired? Or put the shares that were withheld for tax purposes (which seems to directly contradict the prompt)?
"Your RSU sale will have a portion of the shares reported as sold, and a portion that were traded to pay for the taxes withheld.
Enter only the portion reported as sold on your Form 1099-B. We'll ask for the shares used for the taxes a few screens later."
So, again, I have not sold any shares that have vested. Do I put zero here? The net shares I acquired? Or put the shares that were withheld for tax purposes (which seems to directly contradict the prompt)?
‎June 6, 2019
2:13 AM