topic For stock plan, company makes the distinction between RSU and PSU (performance - triggered by company metric). TT doesn't have a PSU category - should I call it RSU? in Investors & landlords

For stock plan, company makes the distinction between RSU and PSU (performance - triggered by company metric). TT doesn't have a PSU category - should I call it RSU?

waisaacs — Mon, 09 Mar 2026 05:23:13 GMT

Referring to the "What type of employee stock is this?" radio button selection: ESPP, NQSO,ISO,RS,RSU

Re: For stock plan, company makes the distinction between RSU and PSU (performance - triggered by company metric). TT doesn't have a PSU category - should I call it RSU?

waisaacs — Mon, 21 Feb 2022 18:38:23 GMT

I think this is the right thing to do - if I select "Other", TT says it will treat the sale as a private (i.e., not stock plan) sale. None of the other options make sense. I guess my only concern is whether a PSU has a potentially different tax treatment from an RSU, and that TT doesn't know about it.

Re: For stock plan, company makes the distinction between RSU and PSU (performance - triggered by company metric). TT doesn't have a PSU category - should I call it RSU?

waisaacs — Mon, 21 Feb 2022 18:42:14 GMT

Somehow didn't see this on my first search, but found someone from a couple years ago agreeing with this opinion:

https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/re-how-should-we-classify-performance-stock-unit-awards-in-stocks-mu[product key removed]-other-section/01/1315175/highlight/true#M46240

Re: For stock plan, company makes the distinction between RSU and PSU (performance - triggered by company metric). TT doesn't have a PSU category - should I call it RSU?

waisaacs — Tue, 22 Feb 2022 16:47:01 GMT

Also found a document at E*Trade talking about stock plans where they discuss RSUs and PSUs in the same category, with examples of identical treatment. https://us.etrade.com/knowledge/library/stock-plans/understanding-restricted-performance-stock

Re: For stock plan, company makes the distinction between RSU and PSU (performance - triggered by company metric). TT doesn't have a PSU category - should I call it RSU?

Simpleton — Tue, 27 Feb 2024 03:03:23 GMT

For 2023, TT no longer has an "Other" selection. Why doesn't TT have a performance award selection - even as it is treated the same as an RSU?

This is confusing.

I am also having to select RSU, even thought it is not, to ensure the right tax treatment, right?

Re: For stock plan, company makes the distinction between RSU and PSU (performance - triggered by...

CatinaT1 — Wed, 06 Mar 2024 16:10:40 GMT

Yes, by marking it as a RSU, it will receive the right tax treatment. You can also refer to the article posted above by waisaacs.