@GeorgeM777 Thanks for replying. I understand where you are coming from, but I still have to put something down when TT asks me those questions.
TT adds the value of "total number of shares vested" across all transactions for each lot. If you sell all the RSUs you receive in the same calendar year that you receive them, the total number of shares vested will add up correctly (all sell-to-cover shares + remaining shares) and match what your employer will report on W-2.
If you don't sell everything in the same calendar year then you either have to specify the total shares vested across the transactions you do have, and this forces you to put zero as total shared vested on future transaction to get compensation income to match up with your W-2 reporting.
OR
You specify the actual number of shares sold as the total shares vested, per transaction. The problem here is that because TT does not has the "visibility" into the number of shares held but not sold, the compensation income it calculates will always be LESS than what your W-2 reports.
What is the "proper" way to fill this out? Would love to hear from the Turbotax community that have had to go through this.
