TRSORR
Returning Member

Investors & landlords

Similar to others here, I have read through all prior comments/guidance and applied them to my entries. 

 

My RSU's were sold to cover and taxes reported on my W-2 (Box 1).  I received 1099B, cost basis is incorrectly stated as "$0".   I am using the TTP (online) version (which does not present me with the "I'll enter additional information on my own" option "on the page with the Description, Date Acquired, Date of Sale, etc...".

 

I entered the corrected cost basis (overriding 1099B, "Box 1e" data with corrected vesting date's FMV/$sh).

 

I selected "YES - this is a stock that was acquired through an employee stock plan" as (TTP online) version instructions includes "RSUs" in the employee stock plan.

 

Next page, I selected "RSU"

Next page, selected [Employer]

Next page, entered: Date Sold" (Box 1c)XX/XX/XXXX;  "Number of Shares Sold":  #

Next Page - Summary

Next Page - selected I received shares  "From one grant lot"

Next Page - Enter Vesting (or Release) Information - LEFT BLANK  as instructed here

Next Page - Date Acquired:  XX/XX/XXXX entered RSU vesting date

Next Page - Results

Next Page - Select any less common adjustments that apply:   (nothing checked) entered "Continue"

Next Page - Completed entry <SAVE>

 

Complete balance Fed Tax entries and run TTP Smart Check.

 

Results:  Error detected ( 1 of same error, for each RSU transaction entered):

"Check this entry 

Line 25, Column (b)"Number of Shares".

 

I can not get past this point.  What am I doing wrong?