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B
bill6
Level 3
April 3, 2022
Question

Restricted Stock Units sold

  • April 3, 2022
  • 2 replies
  • 19 views

A client has a significant amount of restricted stock units that were granted to him in 2021. He sold some of those shares to pay the taxes. The brokerage firm (Schwab) has provided the annual statement for tax withholdings. The question is where do I report the shares sold for tax withholding purposes in Proseries Basic. 

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2 replies

Camp1040
Camp1040
Level 10
April 3, 2022

Double click the 1099-B entry detail worksheet and you should see and options for RSU and you should have some info on the W-2 also.

It should not matter that TP sold the stock to pay the tax.

    P
    poolcleaner
    Level 8
    April 4, 2022

    Were the profits from the RSUs included in his W-2 under code V on line 12a of the W-2? 

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