You asked in two places, so make sure to read the replies (even in that 2 year old topic you updated). But first, you want to understand how the provisions will flow, so that you know where to look for the info you will need (from your taxpayer) to be able to complete that tax year.

I pointed out that Restricted Stock Units, Restricted Stock, and even Stock Options, all work differently. I recommended using google and search on:

investopedia rsu

so that you have reference materials you can keep on hand. And they even have articles for comparison, such as RSU vs Stock Option or RSU vs Restricted Stock, because these are not synonyms.

Please just keep updating this topic, that is yours, and that is Lacerte, and that is current. Thanks.