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shulta44
Mar 13, 2011, 12:35 PM
I am using turbo tax and not sure if I am doing this right. The award type is RSU and the 1099 says 127 under quantity, but when I add the 3 lots together from e trade I get 156. My etrade statement says shares exchanged 47, 43 and 66 (3 different lots) also on turbo tax they ask for shares vested or exchanged, is that the shares exchanged ? I also have a total awards granted line ? They also ask about shares withheld to pay for taxes, I think this is zero. I also cannot find any matching numbers on my w-2, I did some nonqualified shares and the numbers came out matching box 12 on my w-2, but nothing for the RSU. The RSU were issued because of a merger with another company. Sorry if I confused the hell out of anyone and you can imagine how my head is doing right now. Any insight would be greatly appreciated.
shulta44

missk
Mar 13, 2011, 07:20 PM
I hope this isn't a bad answer, but I would think that if you called the etrade people in the morning, they should be able to steer you in the right direction.