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March 12, 2024
Question

In what screen of TurboTax home and business 2023 do I set the employer for my RSU stock sales?

  • March 12, 2024
  • 1 reply
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In what screen of TurboTax home and business 2023 do I set the employer for my RSU stock sales? I have entered my RSUs, but there was no setting to specifically set the employer for those RSUs like there was in TT 2022. This means I cannot tie my RSU income to my W2 for that employer. How do I do that in TT 2023? Thanks.

1 reply

KrisD15
March 13, 2024

To clarify, you are now reporting the sale of the RSU stock? 

When the stock vested, that would have been included as income on your W-2.

When sold, the basis would be the amount included as income on your W-2 but reported as Capital Gain. 

You would adjust the basis if needed.

I do not know what is meant by "tie my RSU income to my W-2 for that employer" means 

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