How do I enter Employee RSU Stock Transactions in 2021 Tax Program?

Forum|Forum|4 years ago
March 22, 2022
1 reply
13 views

Last and Previous years I went to the Employee Stock Transaction Worksheet. I have not been able to access it through the 1099-B Worksheet or Schedule D Worksheet. What is the new method to Report RSU income that has been included in Box 1 income on Employee's W-2 for RSU income in Box 14. Thanks so much for any help!

ProSeries Professional

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Best answer by Just-Lisa-Now-

If you double click on one of the entry lines in the 1099B worksheet entry table, that additional page might have something for this, I know its got it for ISOs

Just-Lisa-Now-

Intuit Community Champion

The 1099B should have these as Non covered, basis not reported to IRS, I just adjust the basis to the correct amount.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

2

2084Author

Level 5

Thanks! You helped a lot. The Problem I am having is that one brokerage bought out the original brokerage used by the employer midyear, and I am getting conflicting information from both. I did not receive a 1099-B from the original brokerage only stock transaction information! Big mess. I informed my client to check with his company to see if an additional 1099-B. was being issued by the now non-existing brokerage. Too bad there is no longer Employee Stock Transaction Worksheet.. With your help I can at least report on the one 1099-B that I have!

Just-Lisa-Now-

Answer

Intuit Community Champion

If you double click on one of the entry lines in the 1099B worksheet entry table, that additional page might have something for this, I know its got it for ISOs

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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