RSU tax reporting for paying cash out of pocket on vest

[nathan2022]

There are two ways RSU tax is paid at the time of vesting:

1) sold shares

2) pay cash out of pocket.

Most of my RSUs are using 1) to cover tax, which has been well discussed and documented in turbo tax community. 

I can't find much info about reporting the cash payment to cover tax RSU in previous discussions. Any document or thread I should follow?

[DavidD66]

Can you clarify your question with some details such as: Are you paying your employer?  Is the RSU income being reported on your W-2?

[nathan2022]

Cash Exercise – A cash exercise means that you pay your company the amount of cash required to cover the tax bill at the time of exercise. This results in your retaining the maximum number of shares.

I paid cash for the tax at Vest. As a result, there is no share sold for tax. My question is how to report this kind of RSU vest?

In the ESPP, turbo tax has a manual option to put in the cost in the supplemental form. But I did not find the one for RSU. The only option is to put the per share price at vest. 

[GeorgeM777]

One option is to just report the transaction as you would a regular stock trade you purchased from a broker.  As long as you know your cost basis, date purchased, date sold, and sales proceeds, you should have all of the information you need.  

Regarding the cash exercise you paid your company, was that amount included on your W-2 as withholding?  If yes, then there is nothing additional to add regarding that cash exercise.  If not, then you should add it in as Withholding not already entered on a W-2 or 1099.  To enter it in this way, go to 

1. Deductions & Credits,
2. scroll down to Estimates and Other Taxes Paid,
3. select Income Taxes Paid,
4. select Withholding not already entered on a W-2 or 1099
5. enter your information.

@nathan2022