DavidD66
Expert Alumni

Investors & landlords

When reporting the sale of RSUs, if you have all the information need to report the trade (e.g. correct cost basis) and the value at vesting was added to your W-2, there is no need to answer Yes to the question "Is this employee stock?  You can just skip that interview section and enter your 1099-B, and then enter a cost basis adjustment.

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