Question

Why is it asking me to "fix" an already completed form?

Forum|Forum|4 years ago
February 10, 2022
1 reply
0 views

I've filled out all the information for my RSU vests, but when I go to file it wants me to re-enter a value for the number of shares, even though the value is already present in the form. If I humor it and add the number of shares again, it adds an extra sale in the original place where I filled it out, which is incorrect.

TurboTax Premier Online

M

mglauner

Are you reporting both RSU vesting and sales? Does your 1099-B show a $0 Cost Basis?

If you reported vesting through the RSU interview, you may have entered a value for vesting date, but if you also sold stock, your 1099-B normally needs a Cost Basis adjustment. This may be what is being asked about in review.

Click this link for detailed info that will guide you with Entering RSU Sales into TurboTax properly.

Here's general info on RSU's and Taxes you may find helpful.