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V
varadant
April 17, 2023
Question

Turbo Tax is asking me to enter Grant Date for Restricted Stock sale. I left the company long time ago and do not have this information. How should I go forward?

  • April 17, 2023
  • 1 reply
  • 0 views
For each lot, I entered Number of shares, Date vested, Market price at the time of vesting and Price paid per share, but I do not have Date Granted

1 reply

M
mglauner
January 11, 2024

The Date Granted for RSU stock would typically be at least one year prior to the Date Vested.   Since you don't actually own the stock until it's vested, however, you can assume a long-term investment sale with RSU's. 

 

Here's more detailed info on How to Report Stock Grants. 

 

 

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