How to enter values for RSUs upon stock split?

Forum|Forum|4 years ago
February 16, 2022
2 replies
25 views

Requesting advice on how to enter the values in Turbo Tax Premier (desktop) for stocks split situation.

RobertB4444

Level 15

Your best course of action is to have everything in the TurboTax system match the etrade 1099 as much as possible. The 1099 should show the number of stocks sold - if it says 200 go with that.

If the adjusted gains don't match the 1099 then that is an issue. They should, unless the 1099 is wrong.

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johnsantaclara1Author

Level 5

Thank you. I was able to resolve the numbers manually and match the gains.

How to enter values for RSUs upon stock split?

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