Investors & landlords

You're post is somewhat confusing because it's not clear if you received money for your RSUs  or the stock you acquired via your RSUs.  I'm going to assume that you all these dollars are related to your stock because, typically, any RSUs that haven't vested when you leave the company are lost.  This seems to be consistent with your use of "$XXXXX" everywhere with an indication that we are talking about the same amount in all cases.  I'm also going to assume that when the RSUs vested while you were working there the vesting was properly handled by your company, i.e., the vesting created "compensation" and that compensation was included in your W-2s.

 

Give all of the above it does seem like whoever generated all these various tax forms screwed up.  The long and the short of it, as I read your post, is that the company was sold and you received $XXXXX for your stock as the company, at least technically, was "liquidated."  (As a shareholder I would have though that you might have received some documentation surrounding the event.  Did you?)

 

So my take on this is that you use the "Stocks, Mutual Funds, Bonds, Other" interview, tell TurboTax that you didn't receive a 1099-B, and report your sale.  Your proceeds are the $XXXXX.  You basis is (# of shares sold) x (per share "fair market value) used by your employer to calculate the reported compensation).  If you have more than one lot of stocks you'll do this calculation for each lot.  There's no need to use the RSU "guided" tour here, simply tell TT that you "bought" the stock as of the date of the vesting(s) at a price per share that's the same as the per share fair market value(s).