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New Member
posted Mar 4, 2020 11:38:52 AM

Under 1099 B selling stock i sold some PSU performance stock units the drop down menu does not give me that option to choose type of investment - what do i classify it

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2 Replies
Level 13
Mar 6, 2020 4:45:05 PM

A PSU is just a variation of an RSU grant so you could use the RSU guided interview.

 

I generally discourage the use of the guided interviews since it's easy to make mistakes in those.

 

The best approach is to use the plain-vanilla "stock" interview, enter the 1099-B exactly as it reads, wrong basis and all, then use TurboTax's interview to adjust the reported basis to the correct basis.

Returning Member
Jun 30, 2020 11:42:09 AM

Where is the plain vanilla "stock" interview?