RSU Vesting, converted to shares, then sold

I have RSU that vested, RSU's sold to cover taxes, was reported on a W2, remaining RSU's converted to stock. I received a 1099-B. My question is how to report this in Turbo Tax. Do I just go through the RSU steps, or because they were converted to stock, do I enter the sale just as standard stock sale?

posted

Either option will work provided you know the cost basis, total proceeds, shares sold, date vested, date sold, and it appears that you do. Thus, you can go through the RSU screens which is the recommended process to take or you can, as you suggest, report the transaction as a regular stock sale. Both ways should generate the same tax result and the overriding objective is to prepare an accurate tax return.

@mvparsons1

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