I have an RSU sale-to-cover taxes, but there are 2 sales reported to cover the taxes. How can I associate the 2 sales to the same RSU distribution?

[TomYoung · Accepted solution]

"How can I associate the 2 sales to the same RSU distribution?"

If you're using the RSU step by step interview, which sounds to be the case, you can't.   There's no way to, in effect, tell TurboTax "The two 100 share vestings I told you about are really the SAME vesting."  You need to break that 100 shares into two parts - still totaling 100 shares of course - and use those two "mini-vestings" in your entries into the TurboTax interview.

Tom Young

[hbl3973]

This shouldn't be any problem for you.  The RSU income and the taxes covered by the sale are already lumped into your W-2 and should not be reported separately.

The only remaining thing for you to do is to report two same-day sales that have a cost equal to the RSU market value on the date of exercise and a sales price as listed on your account paperwork, typically the same as your cost.  You will end up in most cases with a small short-term loss to report because of commissions paid as part of the sale.