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HOPE2
Level 7
March 30, 2022
Question

RSU AND W-2

  • March 30, 2022
  • 1 reply
  • 4 views

Hi all-some help please.

Client has RSU amounts on STOCK PLAN TRANSACTIONS SUPPLEMENT as non-covered and adjusted cost basis. I am going to make an adjustment by double clicking on cost or other basis  on 1099-B so it pulled me to capital gain adjustment worksheet, now should I enter the adjustment number in part II Manual Adjustments with code M or fill out part III? If I want to fill out part III, do I have to check the employee stock sales requiring adjustment and then complete all tables regarding info of RSU part VI Restricted Stock Units?

What is a quick way to have for a cost adjustment RSU?

 

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qbteachmt
Level 15
April 5, 2022
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