Entering RSUs sold for taxes

ESigler84 — Mon, 23 Feb 2026 10:30:47 GMT

I am once again struggling through my RSU entry. IDK why TT can't make this easier in the software.

Example: 29 shares vested on March 1. 11 were automatically sold for taxes, leaving me with 18 to sell on my own. I sold them a few days later. Each "sale" is listed separately on my forms from Fidelity.

Do I enter 2 separate transactions? if so, how much do I enter as "sold for taxes". I seem to recall having to calculate a portion of the 11 and put a smaller number in each sale entry in the past... but the elude me after a year of trying to forget about this constant struggle.

Or do I do some different math and enter 1 transaction somehow?

Would be super nice if Fidelity would be importable honestly... but that's a gripe for a different day.

Re: Entering RSUs sold for taxes

SantinoD — Tue, 24 Jan 2023 18:10:41 GMT

I recommend entering each transaction separately just as it shows on your 1099-B.

No need to enter "sold for taxes" anywhere in TurboTax. When Federal income tax is paid with your RSUs, that amount will be accounted for and reported on your W-2 in box 2 Federal Income Withheld.

Here's a 1-minute video that gives you a little more info and gives you steps to get back to that section in TurboTax.

topic Entering RSUs sold for taxes in Get your taxes done using TurboTax

Entering RSUs sold for taxes

Re: Entering RSUs sold for taxes