How do I specify how many shares of an RSU lot I sold when adding a trade that consists of multiple lots? I only sold parts of a lot.

[barnes-leo]

Say I have sold 100 RSU shares from two different lots in one trade.
Lot 1 had 150 shares vested with 50 sold for tax.
Lot 2 had 150 shares vested with 60 sold for tax.
I have previously sold 90 shares from lot 1 in a previous year, so this trade consists of 10 shares from lot 1 and 90 from lot 2.

I add both lots to TurboTax with the cost basis details for the full lots. How do I tell TurboTax that it should only get 10 shares from lot 1?

[barnes-leo]

Or do I simply add this as two trades?

[TomYoung · Accepted solution]

I ASSUME you know the correct basis for the sale.  It also sounds like you're trying to use the RSU step by step interview.

If both assumptions are correct then delete the trade that you've entered.  There's no "income tax return" reason to use the RSU step by step interview, you can simply enter it as a plain-vanilla sale of stock.

Enter the 1099-B as it reads on the TurboTax default 1099-B entry form but then click on the "I'll enter additional info on my own " blue button.  On the next page enter the correct basis in the "Corrected cost basis" box. 

TurboTax will report the sale on Form 8949 "as reported by the broker" but will put an adjustment figure into column (g) of the Form, a code "B" into column (f) of the Form, and the correct amount of gain or loss which includes the adjustment.

Tom Young

NOTE: TURBOTAX CHANGES THE SECURITY SALES INTERVIEW JUST ABOUT EVERY SINGLE YEAR.  THE INSTRUCTIONS ON "HOW TO FIX" THE BASIS REFLECT THE STATE OF THE INTERVIEW FOR TAX YEARS 2016 AND 2017