You'll need to sign in or create an account to connect with an expert.
Edit the sale information in TurboTax. If you sold restricted stock units (RSUs) or shares from your employee stock purchase plan (ESPP), these are reported on Form 1099-B.
To report the sale of shares, you’ll enter or import your Form 1099-B into TurboTax, then manually enter the cost basis. Entering RSUs in TurboTax. When you go through the RSU interview in TurboTax, you will be asked about the basis. Normally, the compensation portion of the basis is included on your W-2.
Issues with cost basis and RSUs - If the 1099 is wrong, you will need a corrected copy. If it is correct, you can manually edit the basis information in TurboTax. The link has instructions.
You can determine the per share cost basis of your RSU's by dividing the compensation created by the vesting (which is reported on your W-2) by the gross number of shares you received (including any shares sold for taxes) at that vesting..
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
MaxRLC
Level 3
AndyTTT
Returning Member
adamkwitkop
Level 1
menoliketax
New Member
ankur11
Level 2
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.