1099-b plus supplement

Forum|Forum|2 years ago
February 3, 2024
1 reply
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Hey all. I have a 1099 for RSUs that vested and I sold afterwards in 2023. If I enter the 1099, it says I owe all the taxes but the taxes were covered by shares the company sold at vest time. How do I incorporate the supplemental form which I'm told shows that taxes have been paid if TurboTax only accepts the 1099? Thanks!!!

Cynthiad66

TurboTax will ask about your sales and then it will ask about the shares sold to cover the tax withholding. You are moving through the screens correctly. Eventually, you should see a page that asks about the total shares vested, and also about the number of shares withheld to pay taxes.

Use the Supplemental Information rather than the original 1099-B you received, at least for the transactions that have been updated through the Supplemental Information. To the extent the Supplemental Information does not contain or update other information on your 1099-B, then for those transactions continue to refer to your original 1099-

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