The first thing to understand that there is no "Income Tax Return Reporting Requirement" to use any of the "guided" interviews for the sale of stock acquired via an employee stock incentive program. All sales of all securities show up on Form 8949 looking exactly the same:
- Name of security sold
- Date of sale
- Proceeds of sale
- Date of acquisition
- Cost basis
- (Sometimes and only if needed) Adjustment code
You can see that there's no indication here that the stock came directly from your employer as a form of substitute "compensation."
So if you know your basis in the stock sold, (per share, it's the same as the per share "fair market value" used to determine the compensation reported when you received the stock), and the date acquired then simply use the "regular" 1099-B interview to report the sale. Most likely you'll need to use the mechanism provided by TurboTax to adjust the (wrong) basis reported on the 1099-B in order to place an adjustment and code on Form 8949.
If you really want to use a "guided" interview then the RSU interview should work OK. If you go this route make sure you work completely through the 1099-B interview, don't stop when you're done entering the 1099-B, so that you see if TurboTax's calculation of compensation agrees to what's on your W-2.
