Hi All,
Similar problems for me with RSU's this year. I have thirteen different vests to enter and I've tried to do it with the step-by-step. Everything is fine until lucky thirteen. The cost basis for this vest is within $15 of the proceeds listed on the 1099. For some reason when I enter it, exactly the same as the others, the tax owed jumps by several thousand dollars. If I enter it as a plain stock sale and don't worry about the RSU part (saying 'No' on the screen that asks 'Was this a sale of employee stock?') it works fine. It's almost acting like there is some type of limit on the RSUs or that it's somehow comparing it to W-2 data and is exceeding that. I want to take Tom's advice and just enter them all as non-employee stock sales but I'm worried about how that shows up. Does it only effect the worksheets and doesn't matter for the actual return? The only sales on the 1099 are those used for tax witholding and all are included in the W-2.
Any help would be much appreciated. -Jim
