When RSUs vest (the stock is delivered) the entire amount is ordinary income. Your employer is required to collect payroll taxes, or sell shares to pay it. Since you are taxed on the entire amount, you basis is the value of the stock at the time the award vested. You will report the sale of the stock in the same way you would if you had received a Form 1099-B. To do so, while logged in to your account:
- Click on "Search"
- Type "1099-B" in the search window and hit "Enter"
- Click on "Jump to 1099-b"
- Answer "Yes" to Did you sell any investments in 2018?
- Answer "No" to "Did you get a 1099-B or a brokerage statement for these sales?"
- The program will ask "What type of investment did you sell?"
- From the drop down menu, select "Restricted Stock Units (RSU)"
- For Sales Category select "Box C - Short-term not reported"
- On the page with "Next, we'll help you figure out your cost basis" click Continue
- On the screen with "Tell us about your RSU sale"
- Because your employer did not include the RSUs on your W-2, indicate that "It's for an employer that doesn't have a W-2 on this return"
- Complete the page with "Let's get some purchase info about this RSU sale"
- You have to enter a number for "Shares withheld (traded) to pay taxes, so enter 0.0001 - Add the same amount to the number RSUs awarded
Continue and answer any remaining questions
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