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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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RSU AND W-2
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HOPE2
Level 9
03-29-2022
07:16 PM
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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
04-04-2022
07:56 PM
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I recommend reading up on this, and pay attention to the difference between Stock and Stock Units:
https://www.investopedia.com/articles/tax/09/restricted-stock-tax.asp
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