Hi.
Vested RSUs. Company Sold to cover. After a few months, I sold the remaining. Going through entering details in turbotax.
I get to a screen which asks "Was this a sale of employee stock?"
Sales from employee stock plans, including ESPP, NQSO, ISO, RS and RSU plans, often require special handling. Options are:
1. Yes, this is stock that is acquired through an employee stock plan
2. No, this is not employee stock....
If I pick yes, then it takes me through multitudes of screens asking for information that are probably only relevant for sold-to-cover sales.
Sometimes the details entered get added to compensation and sometimes the cost basis is not included for AMT calculation. There seems to be no evident pattern for the last two issues.
Should I pick 1 or 2?
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Hmm. 10 RSU vested. 3 were sold-to-cover. A month later I sold the remaining 7 to pay more taxes. So should I pick that these 7 came from employee stock plans?
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