First of all, I would start by deleting what you have entered so far. Re-enter the transaction using the value of the stock on the day the RSU vested as your cost basis (this is the amount that was added to your W-2 as ordinary income). Use the proceeds reported by your broker on your 1099-B. When asked about Employee stock, answer no so you won't be asked all of the related questions. In your situation, there is no reason to go through that interview.
You may owe an additional 3.8% tax called net investment income tax (NIIT). But you'll only owe it if you have investment income and your modified adjusted gross income (MAGI) goes over a certain amount.Those statutory threshold amounts are:
- Married filing jointly — $250,000,
- Married filing separately — $125,000,
- Single or head of household — $200,000, or
- Qualifying widow(er) with a child — $250,000.
In general, net investment income includes, but is not limited to: interest, dividends, capital gains, rental and royalty income, and non-qualified annuities.
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