Actually, I did an import (from Fidelity) into your TurboTax form. What it did not carry over was the date acquired, which was listed on my 1099-B form, so I entered those in TurboxTax gui. So, it now seems complete; however, my W-2 shows it took out $21,559 for Rsu Grant, and the import shows $21,816 imported Gross. So, my W-2 is saying I "earned" $21,559 that I've payed taxes on. The 1099-B was not blank as a basis. The import matches my 1099-B sheet. But of course with my short term sale and cost basis difference, it comes to (note $9,457 as total cost basis on the 1099-B), $12,358 realized gain on the 1099-B.
So, I never see the instruction you show above. It's done as far as TurboTax is concerned. But, obviously wrong since I would be paying twice in taxes, because the$12,358 gets transferred to capital gains.
So, I was overtaxed to start with (i.e. $21,559) and charged again with the capital gains ($12,358). How to correct?
