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How do I specify how many shares of an RSU lot I sold when adding a trade that consists of multiple lots? I only sold parts of a lot.
Say I have sold 100 RSU shares from two different lots in one trade.
Lot 1 had 150 shares vested with 50 sold for tax.
Lot 2 had 150 shares vested with 60 sold for tax.
I have previously sold 90 shares from lot 1 in a previous year, so this trade consists of 10 shares from lot 1 and 90 from lot 2.
I add both lots to TurboTax with the cost basis details for the full lots. How do I tell TurboTax that it should only get 10 shares from lot 1?
Lot 1 had 150 shares vested with 50 sold for tax.
Lot 2 had 150 shares vested with 60 sold for tax.
I have previously sold 90 shares from lot 1 in a previous year, so this trade consists of 10 shares from lot 1 and 90 from lot 2.
I add both lots to TurboTax with the cost basis details for the full lots. How do I tell TurboTax that it should only get 10 shares from lot 1?
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‎June 6, 2019
12:28 PM