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RSU are non-covered shares, so you can't just fill out the total on schedule D (box a or d won't be checked) You can do the above and also send the IRS a copy
by dmoy 5y ago
RSU are non-covered shares, so you can't just fill out the total on schedule D (box a or d won't be checked)
You can do the above and also send the IRS a copy of your 1099-B too, along with your 1040. I don't know if you can do that and e-file.
- dmoy 5y agoIt's worth noting that this also only works if your 1099-B from the RSU broker are correct. In the past decade, that's about a 50-50 shot for me.