topic Re: RSU (W2) Question - Really Need Some Help in Get your taxes done using TurboTax

RSU (W2) Question - Really Need Some Help

avigo45 — Sun, 06 Apr 2025 15:03:45 GMT

Really need to file today and struggling with the same thing I struggle with every year.

I have an amount in box 14 on a W2 listed as "RSU". I also received a 1099-B and a separate document giving me my cost basis for that 1099-B

The amount in box 14 is different than the numbers in the 1099-B or cost basis.

What do I need to do (if anything) with the amount in box 14 on the W2 listed as "RSU" if I have already input the 1099-B with the correct cost basis (given to me by the company).

Thanks

Re: RSU (W2) Question - Really Need Some Help

SusanY1 — Sun, 06 Apr 2025 15:20:28 GMT

Since you have the cost basis on your 1099-B, you don't need to do anything else with the Box 14 RSU amount other than enter it in the field for W2, Box 14 as an "Other - not listed" item.

Re: RSU (W2) Question - Really Need Some Help

avigo45 — Sun, 06 Apr 2025 15:44:55 GMT

Thank you!

Re: RSU (W2) Question - Really Need Some Help

markosmers — Sun, 13 Apr 2025 00:09:02 GMT

Keep the cost basis from your 1099-B. Enter the Box 14 RSU amount in the field for W2. You don't need to do anything else.

Re: RSU (W2) Question - Really Need Some Help

snertn — Mon, 14 Apr 2025 17:12:19 GMT

I thInk others have answered your question.

Just one thing based on my own return: The amount in box 14 is different than the numbers in the 1099-B or cost basis due to commission and transaction fee. Should be small amount.