NatsFan11
Returning Member

1099B Question

I received a 1099B for 2021, for sale of common stock, and with two items in Box 2 (one short-term covered transactions with cost basis and one long-term covered transactions with cost basis reported). But there is another item reported in Box 5 that has no cost basis reported in Box 1e, only the proceeds are reported in Box 1d.

 

These shares were awarded as Restricted Share Rights from my employer and vested over a number of years. When the shares vested, a large portion of the shares were withheld for taxes. 

 

I'm trying to fill out the fields in Turbo Tax, but don't know if this should be reported as long-term uncovered or long-term covered. I didn't actually purchase the shares, they were awarded upon vesting. Do I need to go back to the broker to get help with this? It seems like I have insufficient info on the 1099B.