1099-B from Sale of RSU Dividends

Michael16 — Tue, 10 Feb 2026 09:06:15 GMT

My spouse received vested RSUs in May 2022 which were sold the same month. The sale of these RSUs was reported on our 2022 tax filings.

The account subsequently received a dividend payout for Q2 of 2022 that was immediately reinvested. Subsequent quarterly dividends were distributed and immediately reinvested until we sold the remaining shares in January 2023.

We received a 1099-B for the sale of these remaining stock shares in 2023.

When entering this information in TurboTax, I'm prompted whether these sales include ESPP, RSU, RS, NQSO, or ISO (yes/no). I bought the shares from a dividend distribution so is that considered part of the RSU? If it's considered non-employee stock, what do I list as the date the investment was acquired (on the 1099-B, it lists "VARIOUS" for box 1b)?

Re: 1099-B from Sale of RSU Dividends

ThomasM125 — Tue, 30 Jan 2024 20:45:58 GMT

Since you sold all of the original stock, you can treat the stock purchased with the dividends as non-employee stock to simplify things. If all of the shares were acquired more than a year before they were sold, you can assign a purchase date more than a year before you sold them so the gain on sale will be long term. For shares acquired within a year of sale, choose a date less than a year from the sale date. Any dividends that you reported as income on your tax return would be applied to the cost basis of the shares sold.

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1099-B from Sale of RSU Dividends

Re: 1099-B from Sale of RSU Dividends