@AmyC
Thank you for this thread, it has been very helpful. I have a similar situation, RSU's that were vested and a portion was sold to cover the taxes, and I am still holding the rest of the shares. In my case, though, part of the tax was paid with "Dividend equivalents". The income noted for RSU on my W-2 includes both the sale of the stock and the value of the dividend equivalents. Where do I add these in TurboTax? I did not get a 1099-B., and the dividend equivalents are not on a 1099-DIV either.
For example:
Shares released 160
Shares traded to pay tax 55
Shares issued (and held) 105
Dividend equivalents $136.00
Market value per share $144.84
Total Tax $8,102.20
Trade value ($7966.20)
Dividend equivalents (136.00)
---------------------------------------
Amount due $0.00
Income reported on W-2. $8,102.20
Any idea where or how I should enter the $136?
