topic DO I NEED TO FILE A 1099-B FOR MY RSU'S? in Investors & landlords https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/do-i-need-to-file-a-1099-b-for-my-rsu-s/01/83994#M2995 This year, 4 of the Restricted Stock Units (RSU's) I was awarded by my company vested. I had the the shares set to "Sell to cover" in order to cover the taxes immediately. To cover the taxes, 2 of the 4 shares were sold, and I was paid out the remaining balance on the second share as it did not take the entire value of both shares to cover the taxes. Do I need to file a 1099-b on this transaction? Sat, 01 Jun 2019 03:14:45 GMT gj-buckmaster 2019-06-01T03:14:45Z DO I NEED TO FILE A 1099-B FOR MY RSU'S? https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/do-i-need-to-file-a-1099-b-for-my-rsu-s/01/83994#M2995 This year, 4 of the Restricted Stock Units (RSU's) I was awarded by my company vested. I had the the shares set to "Sell to cover" in order to cover the taxes immediately. To cover the taxes, 2 of the 4 shares were sold, and I was paid out the remaining balance on the second share as it did not take the entire value of both shares to cover the taxes. Do I need to file a 1099-b on this transaction? Sat, 01 Jun 2019 03:14:45 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/do-i-need-to-file-a-1099-b-for-my-rsu-s/01/83994#M2995 gj-buckmaster 2019-06-01T03:14:45Z Yes you do, if you actually receive a 1099-B. With a "sa... https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/yes-you-do-if-you-actually-receive-a-1099-b-with-a-sa/01/83997#M2996 <P>Yes you do, <U>if you actually receive</U> a 1099-B. <BR /></P><P>With a "same day" sale - vesting and sale occurring simultaneously - brokers are not required to issue a 1099-B, though they are required to provide a "statement" with the same information on it.&nbsp; If you don't get a 1099-B then you don't need to report the sale although you can if you wish since "same day" sales typically result in a small loss due to selling commissions and fees.</P><P>If you do get a 1099-B or decide that you want to report the sale even though a 1099-B wasn't issued, then you need to upgrade to the online "Premier" version.</P><P>Tom Young<BR /></P> Sat, 01 Jun 2019 03:14:45 GMT https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/yes-you-do-if-you-actually-receive-a-1099-b-with-a-sa/01/83997#M2996 TomYoung 2019-06-01T03:14:45Z