- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
You need to know how many RSUs vested and how many were withheld for taxes in order to determine your basis.
You should be able to find the grant information on your 1099-B form or your consolidated statement. If you can’t find this info, contact your brokerage or your employer's stock plan administrator.
To report RSU sales in TurboTax:
When you enter you 1099-B information you will be asked: 'Do these sales include any employee stock? This includes ESPP, RSU, RS, NQSO, and ISO' Say yes.
Then you will be asked 'What type of investment did you sell?' Select 'Restricted stock units'
Check the box that says 'The cost basis is incorrect or missing on my 1099-B'
Then select 'I need help figuring out my cost basis'
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
February 24, 2020
12:12 PM