To get to the Vesting Information screen:
- In the Federal > Income & Expenses > Investment Income section of your return, click Start/Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
- Answer Yes and then select stocks. Import or enter your transactions manually. If the transactions are already entered, click Edit next to the RSU sale and skip to step 4.
- For the RSU transactions, make sure to select Yes to Do these sales include any employee stock?
- Enter the transactions as they appear on the 1099-B with RSU selected as the type of investment.
- If the basis reported on the 1099-B is not correct, you will be able to adjust it to match the supplemental information provided. Click The cost basis is incorrect or missing on my 1099-B.
- If your cost basis is listed for you, you may click the I found my cost basis button. Otherwise, click I can't find it and need help.
- Click Continue and enter the required information on the next screen and hit Continue twice more.
- That will take you to the Let's get some purchase info about this RSU sale screen.
Make sure the total shares match the number of shares sold in order for TurboTax to correctly adjust the basis. If the RSUs come from different lots, you will have to enter each one separately.
@sparky1996
