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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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1 Comment 1
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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