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RSU Sales in ProConnect Tax Online
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EHalvorson
Level 2
10-12-2021
09:41 PM
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I'm planning on switching from ProSeries to ProConnect next year.
I'm "practicing" on a few of my last minute clients.
One of them has some RSU sales from a well-known local internet company.
I cannot, for the life of me, figure out where to input the transactions like I used to be able to on ProSeries.
Where's the screen where I'd put in the RSU or the ESOP stuff?
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George4Tacks
Level 15
10-13-2021
12:38 AM
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You are taking a big step. Definitely an apples & oranges thing.
There are no RSU or ESOP worksheets. There is only Dispositions to show the sale and Other Income to report any ordinary income to be reported.
Essentially you need to know what the end result should be to work with this software. If you know where it goes on the return, you can check return, find the form and click on the box or line that you want to get to and it will jump to input.
Answers are easy. Questions are hard!
