Referring to the "What type of employee stock is this?" radio button selection: ESPP, NQSO,ISO,RS,RSU
Also found a document at E*Trade talking about stock plans where they discuss RSUs and PSUs in the same category, with examples of identical treatment. https://us.etrade.com/knowledge/library/stock-plans/understanding-restricted-performance-stock
I think this is the right thing to do - if I select "Other", TT says it will treat the sale as a private (i.e., not stock plan) sale. None of the other options make sense. I guess my only concern is whether a PSU has a potentially different tax treatment from an RSU, and that TT doesn't know about it.
Somehow didn't see this on my first search, but found someone from a couple years ago agreeing with this opinion:
Also found a document at E*Trade talking about stock plans where they discuss RSUs and PSUs in the same category, with examples of identical treatment. https://us.etrade.com/knowledge/library/stock-plans/understanding-restricted-performance-stock
For 2023, TT no longer has an "Other" selection. Why doesn't TT have a performance award selection - even as it is treated the same as an RSU?
This is confusing.
I am also having to select RSU, even thought it is not, to ensure the right tax treatment, right?