RSU Vesting Date Error

Forum|Forum|5 years ago
January 29, 2021
3 replies
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I am trying to enter in stock sales but keep getting an error on the date.

Vesting date of 03/01/2017

Sold Date of 10/29/2020

When I put in all the information regarding the sale, Turbo tax returns an error for 1099-B employee stock worksheet part VI RSU Row 25 column C vesting date cannot be later than date sold.

Under part 1 of the worksheet, it is blank on the date sold, and is not editable. But in the quick entry, it shows the date sold of 10/29/2020 like the above. Anybody know how to correct this?

linaj20201

This issue has been submitted and is currently under investigation. Thank you for your patience and please check back with us later.

KJC8021

I am having the same error and can't clear it regardless of what I do. For some reason, I had a few RSU sales, and only one entry is is impacted. I entered three RSU sales in the same manner, but for one I keep getting the error message saying Line 22 Column (C) cannot be later than the date vested. The date entered clearly isn't later than the date vested, but it still registers as an error. I have entered multiple dates just to see if I can get the error clear, and no matter what dates I enter, I still get the error. Please advise?

linaj20201

The issue has been submitted and is currently under investigation. To fix this, please manually enter your "Date acquired" info. You’ll then be able to continue through your return. We are currently working to resolve this issue. If you would like to receive an update for the progress, click on the following link to get notified:

Acquired date

The acquired date is important to define if the transaction is considered as long term or short term. Any asset you hold for one year or less at the time of sale is considered “short term” by the IRS. Capital assets that you hold for more than one year and then sell are classified as long-term on Schedule D and Form 8949.

Candychen2000

I have the same issue. The TurboTax kept sending me error messages on the grant date and the vested date. On Line 22 Column C, it kept saying the date can not be later than the date sold which is not true. The restricted stocks ware granted on 2012, vested on 2013 and sold on 2020. No matter how I tried to reenter, the error message was still there. This prevent me from e-filing my tax return. Wish this issue can be solved soon. It's almost May.

BH_BOS

Still having an issue with this. All the dates are correctly entered but Turbutax is having an error. It is preventing me from e-filing and the deadline is just 4 days away.

jinalin

I am efiling my tax now and hit the same issue.

I cannot file my tax because of it.

Help !!!!