I sold 100 shares of RSU in 2021 and verified with my stock admin everything on my 1099B are correct. TurboTax also thinks things are fine and showed me the e-File button. Then it came back asking me to check:
Tried this multiple times and never let me e-File. Sounds like a bug, my guess is the software treated the acquire date wrong, and later got the price wrong, too?
If you imported your RSU transactions, I would delete them and enter them manually. Also, when entering RSU's if you have the correct cost basis and the value of the RSUs at the time you received them was added to your W-2, then do NOT indicate that you have employee stock. Simply report the transaction as reported on the 1099-B, and if necessary adjust the cost basis (although it sounds like you don't need to).
Thanks, yes I did manually enter the data from my 1099B, I did select "employee stock" the first time, but after reading the "Learn More" and verified with my stock admin, I found I don't have to select this, so I went back and selected Not Employee Stock. It appeared to me TurboTax somehow remembered the data I entered before, i.e. the number of shares, and tried to calculate the per share acquire price based on the data.
How to delete those data I entered when I selected Employee Stock? I thought by selecting Not Employee Stock those data will be removed automatically, or at least won't be used. Do I need to select Employee Stock again and go in there to remove everything? Thanks.