MarilynG1
Expert Alumni

Investors & landlords

@kgreg99 Your Cost Basis would not be the same amount as the Sales Proceeds.

 

Click this link for more info on calculating Cost Basis of RSU Stock.

 

If you held the shares for over a year before selling, use 'Long Term' as holding period.  If not use 'Short Term'. This should be on your 1099-B. 

 

If you determine your correct Cost Basis, you can enter your 1099-B as a regular stock sale.

 

Check the box to indicate you need to change the Cost Basis, and enter the correct amount. 

 

This link has info for How to Enter 1099-B

 

See detailed answer from @TomYoung above. 

 

 

 

 

 

 

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