RSU cost basis guided - how do I fill it out so I don't get an error?

[skonger]

Here is my situation. I had a vest of 234 on 5/15/2024. 96 shares were sold to cover taxes (short noncovered). Share price at the time was $184. I later sold on 9/1/2024 the rest of that lot, 138 shares with minimal appreciation. Share price on 9/1/2024 was $186. I have 2 sales that I have to account for in my 1099-B. How should I divide up the vest to work properly in the 1099-B guided wizard? I initially tried:

Transaction 1: 96.  - RSU was 96 with 48 sold for taxes

Transaction 2: 138 - RSU was 138 with 48 sold for taxes

I thought that is what the help section told me since they were 2 sales from one RSU lot.  When I do the smart review, I get an error indicating that I need to add 48 more shares for each Transaction in the 1099-B Worksheet. It wants me to add more shares to line 25. column(b).  What am I doing wrong? If I wasn't trying to use the guided 1099-B, I would just put cost basis as $184x96 for transaction 1 and put $186x138 for transaction 2. But then the total for what I should have in my W-2 is totally wrong. 

[skonger]

For those stuck on RSU turbotax hell. I figured out how to get around this error. In my example, I vested 234, and I sold them in 2 lots, 96 shares once for taxes on 5/15, and the remaining 138 shares on 9/1/2024. Because it was an imported form, it marks all line items under the short-term non-covered (cost basis not reported to IRS) as RSU sale which is technically correct. What I did was took the whole lot and associated it with the first transaction of 96 shares sold for taxes, 234 vested, 96 held back. In any case, I then duplicated the second transaction manually, saying that it was not a RSU related transaction, but that it was already owned stock which is true. I put in the proper cost basis manually and I don't have to go through the RSU guided steps. I went back and then deleted the other imported transaction that was 138 (otherwise it would be duplicated). Essentially, turbotax is improperly categorizing all short-term noncovered transactions as RSU transactions. I had 2 long-term noncovered transactions that were not categorized as RSUs but the cost basis was properly provided. For all the short-term ones, cost basis was 0 which is completely wrong (thus the RSU guided steps). The RSUs were all put in and added up to the correct number which was on my W2. Turbotax needs to fix this RSU calculator. If we could just put in all RSUs and TT figure out in the backend all transactions and matching them as needed.