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Investors & landlords
mellynlee1,
While I hope it isn't too much of a burden, you ought to enter a second sale manually that just covers the RSU shares (or the ESPP shares if that is a shorter list) and then delete the RSU shares from the list that was imported. I understand some folks have had success importing the 1099-B twice and pruning the two lists, but I have never tried that.
March 30, 2022
3:58 PM