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Retirement tax questions
@jmartin3rd You may be able to get info like Vesting Dates/FMV for each lot from your holding broker's website (like Compuserve, for example) if you want to break it down.
Another alternative is just to enter your 1099-B as a regular Stock Sale, and change the Cost Basis (amount of income from W-2), without using the Employee Stock interview.
Indicate 'Date Acquired' as 'Various'.
Click this link for more info on How to Enter 1099-B.
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March 11, 2021
5:47 PM