RSU Sale - how to change Purchase Date to Grant date?

mcorera
mcorera Member Posts: 1 Newcomer
in Filing my taxes

The below article was useful. It does talk about how to modify cost basis as the cost is already taxed as W2 Income. But because 1099-B thinks that the stock was purchased and sold immediately it is treated as Short term. How do I modify the 1099B entry and enter the right Purchase date, which is the grant date? Any one knows?

https://community.freetaxusa.com/kb/articles/142-what-are-restricted-stock-units-rsu?utm_source=community-search&utm_medium=organic-search&utm_term=RSU

Comments

  • MatthewD
    MatthewD FreeTaxUSA Team Posts: 587

    Hi mcorera,

    Generally, when an RSU is granted a percentage of the stock is sold immediately to cover the taxes. Will you check that?

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