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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