Investors & landlords

Thanks, DavidD66, for your response.  I have adjusted cost basis in the form from Fidelity and are short term covered transactions (confirmed by Fidelity).

 

So what should I select from the next screen "Was this a sale of employee stock"?

Sales from employee stock plans, including ESPP, NQSO, ISO, RS and RSU plans often require special handling.

 

Option 1:  Yes, this is stock that was acquired through an employee stock plan

Option 2:  No, this is not employee stock

<does not have third option that it does not apply to me>

 

Selection option 1, takes me through screens that computes total proceeds , Market price on vesting date, price you paid per share, purchase commissions or fees paid. 

 

Why do I need to enter all this information when my RSU data is already included in my W2 and I have my cost basis?

 

Thanks,

Gulsheen