RSU stands for Restricted Stock Units. It’s the new form of stock-based compensation that has gained popularity after the employers are required to expense employee stock options. The biggest difference between RSUs and employee stock options is that RSUs are taxed at the time of vesting while stock options are usually taxed at the time of option exercise. The employer is required to withhold taxes as soon as the RSUs become vested.
In a previous post, Restricted Stock Units (RSU) Tax Withholding Choices, I wrote about what I chose among the three tax withholding choices — same day sale, sell to cover, and cash transfer — and why. This time I’m writing about how to account for taxes on the tax return, especially if you use tax software like TurboTax or H&R Block At Home.
I’m going to use this simple example:
Suppose you had 100 RSUs vested on October 31. The closing price of the stock on that day is $50, and the tax withholding rate is 40%.
Regardless of which choice you made for tax withholding — some employers don’t give you a choice — your employer will include on your W-2 as wages the total value of the vested RSUs. In our example, it’s $50 * 100 = $5,000. They will also withhold the same amount of taxes regardless of your choice. In this example it’s $5,000 * 40% = $2,000. They will also include the taxes withheld on your W-2. How you account for taxes on your tax return for the rest will depend on your tax withholding choice.
1. Net Issuance. In net issuance, you don’t have a choice about tax withholding. The employer will deduct a number of shares from your vested shares and give you the rest. You do not receive a 1099-B from a broker for the shares you didn’t receive. In our example, although your employer says you have 100 shares vested, you actually only receive 60 shares.
You don’t have to report anything for the vesting event. Use the numbers on your W-2 as-is.
Make a note of the closing price on the vesting date. You have to remember the date and this number until you sell the remaining shares. In our example, that’s $50 per share. If you sell the 60 shares for more than $50 per share, you will have a capital gain. If you sell them for less, you will have a capital loss. You report the capital gain or loss in the year you sell the remaining shares. For a step-by-step guide on how to report the sale in TurboTax, see Restricted Stock Units (RSU) and TurboTax: Net Issuance.
2. Same Day Sale. If you make this choice, you sell everything. Let’s say on the day after the vesting date the shares are sold for a total of $4,989. The employer withholds $2,000. You are left with $2,989. At tax time, you will receive a 1099-B from your broker listing the stock sale proceed of $4,989. You enter in TurboTax or H&R Block At Home, or on Schedule D of Form 1040:
Description: 100 shares XYZ, Inc.
Net Proceeds: 4,989
Date of Sale: 11/01/20xx
Cost Basis: 5,000
Date Acquired: 10/31/20xx
Your cost basis is the amount your employer included on your W-2, which is the closing price on the vesting date times the number of shares vested. In this example, you will show a short-term loss of $11 on your tax return because of the brokerage commission and the SEC fee. The income and the associated tax withholdings are already included on your W-2. Use those numbers as-is.
3. Sell to Cover. [Update on April 9, 2008: I wrote a follow-up post RSU Sell To Cover Deconstructed to clarify this option. Jump ahead to that post if you’d like.] If you make this choice, or if you don’t have a choice, your employer sells just enough shares to cover the tax withholding. The key difference between Sell to Cover and Net Issuance is that the employer uses a broker in Sell to Cover but doesn’t use a broker in Net Issuance. Suppose 41 shares are sold for $2,030. The employer takes away $2,000 for tax withholding. You are left with $30 in cash and the remaining 59 shares. At tax time, you will receive a 1099-B from your broker listing the stock sale proceed of $2,030. You enter in TurboTax, H&R Block At Home, or on Schedule D of Form 1040:
Description: 41 shares XYZ, Inc.
Net Proceeds: 2,030
Date of Sale: 11/01/20xx
Cost Basis: 2,050
Date Acquired: 10/31/20xx
Once again, your cost basis for the shares you sold is the amount your employer included on your W-2 for those shares, which is the closing price on the vesting date times the number of shares you sold for tax withholding ($50 * 41 = $2,050). After the sale, you show a short-term loss of $2,050 – $2,030 = $20 because of the brokerage commission and the SEC fee. Again, the income and the associated tax withholdings are already included on your W-2; you just use those numbers as-is.
For the remaining 59 shares, you keep a cost basis of $50 per share ($50 * 59 = $2,950). You have to remember the date and this number until you sell the remaining shares. Whenever you sell them, you enter in TurboTax, H&R Block At Home, or on Schedule D of Form 1040:
Description: 59 shares XYZ, Inc.
Net Proceeds: whatever you sell them for, copy from 1099-B
Date of Sale: your date of sale
Cost Basis: 2,950
Date Acquired: 10/31/20xx
You will show a short-term or long-term gain or loss for these remaining shares depending on your date of sale and the sale price.
4. Cash Transfer. If you make this choice, you give your employer cash for the tax withholding. They don’t sell any of your shares. You can sell the shares either immediately or keep them for however long you like. The tax accounting is the same as if you bought the shares at the closing price on the vesting date. Whenever you sell them, you enter in TurboTax, H&R Block At Home, or on Schedule D of Form 1040:
Description: 100 shares XYZ, Inc.
Net Proceeds: whatever you sell them for, copy from 1099-B
Date of Sale: your date of sale
Cost Basis: 5,000
Date Acquired: 10/31/20xx
You will show a short-term or long-term gain or loss for these shares depending on your date of sale and the sale price. The income from RSU vesting and the associated tax withholdings are already included on your W-2, and you just use those numbers as-is.
That’s all. Hope this is helpful to someone looking for info on the tax treatment and implications of RSU sales.
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Naren says
Say, company sold 41 RSUs at $50 to cover for the taxes. If I take capital loss in Schedule D from other stock sales to be -$5K. Does this mean my net capital loss is -5K + 41*50 because 41 shares were sold at $51 with cost basis 0 to cover for taxes? and then I can deduct 3K loss from total income.
Harry Sit says
Naren – No. The 41 shares sold have cost basis at the price they included as income on your W-2. See the follow-up post “RSU Sell To Cover Deconstructed.”
kate says
Can I assume that Cost Basis is the same thing as Gross Dollars on my Smith barney Transactions History Statement?
Harry Sit says
kate – No. That’s what this entire post is about. Please read it in its entirety.
Tom says
In 2002 and 2003, I received certificates of stock from my company following vesting of restricted stock. The shares were subsequently sold, and I now need the cost basis to determine net revenue for taxes. Unfortunately, my company managed the transactions internally, and there are no broker records where this is broken out. On the certificates, there are dates shown in the lower left corner. Is it possible that those are the vesting dates (which could then be used for cost basis purposes)? The reason I ask this is that a third certificate was issued in 2005. This was handled by a broker, so I know the vesting date, and it corresponds to the date shown on the bottom left corner of the certificate. Thanks for your help.
Harry Sit says
Tom – It’s possible but only your employer knows for sure.
Ali says
My RSU situation is sort of complicated. I had 108 shares given to me by my company in March 2008 that were not supposed to completely vest for 2 years. My company was purchased in late 2008 (prior to the shares being vested) and as part of the buyout, the company paid out the shares (as if they were fully vested) in the form of a ash payout to a brokerage firm. I was taxed at my normal tax rate, as if the award was a cash bonus. The income and taxes were included on my W-2. However, I received a 1099 with all $0 amounts. After speaking with the brokerage firm that handled the transaction, they explained that the shares were never officially awarded (since the company dissolved) and that they were only used by my company to ditribute the cash equivalent to the shares. So my question is, do I treat the money as an Asset that generates Capital Gains (like it’s a stock sale) and complete Schedule D or do I treat it as additional income that’s already included on my W-2 and do nothing further? I’m using TaxCut to prepare my taxes.
Harry Sit says
@Ali – You do nothing.
Paul says
I received an RS award in 2008 (334 RSUs @ $4.30). I am using Turbo Tax Deluxe, Where is this info reported, so I can pay the tax on this?
J says
Regarding your Oct 13th post: “I suggest that you either say YES to that question so TurboTax doesn’t modify your W-2 or not use the RSU section altogether and just enter 3 regular investment sales instead.”
What are the implications of saying YES or entering regular investment sales?
I ran into a similar situation where Turbotax wanted to correct my R2. Its RSU calculation (that it wanted to use to update my 2008 W2) seemed to add the vesting value for RSUs from 2007 to the vesting value for 2008 because I sold some RSUs during 2008 that vested in 2007. The vesting value for 2007 had already been account for on my 2007 W2.
Harry Sit says
@J – I said this a few times in the replies already. I think the simplest way to do this is bypassing the TurboTax handholding for RSUs. Use the Spreadsheet-Style Entries. Not all versions have the extra guidance. That guidance really confuses you more than helping you. The Spreadsheet-Style Entries are much simpler and clearer.
Liz Mitchell says
How is tax computed on RSU’s if the company does not deliver the RSU’s to the employee until 15 days after the vesting date, and does not allow any transactions during this period (ie employee still is restricted from using the RSU’s)? Assume company withholds just enough shares to cover the tax withholding as calculated on the date of vesting (Sell to Cover).
Harry Sit says
Liz – Did you ask the company in question? I believe the tax is calculated based on the date when the RSUs are not subject to forfeiture (vesting date). When the RSUs are actually delivered to you or when you are able to sell the shares are not relevant.
Linda Dalton says
That was so well explained–thank you very much!! We have never received RSU’s before, and I had many confusing questions in my mind regarding the tax handling of these shares. Your article explained everything very clearly!!
confused says
I have yet another RSU question. I’m doing my taxes. On my W-2 the amount of money I made from the sale of my RSU’s is included with “Wages, Tips & Other Compensation.” My company sold shares for taxes also. How do I avoid double counting this. I’ve included Wages, Tips and Other Compensation on line 7 of the 1040, but then it asks about the schedule D on line 13. If I add those 2 together I’m double counting proceeds from my RSU’s. I’m going crazy. Note, I’m not using Turbo Tax or anything.
Thanks!
tcmocca says
How do I determine the cost basis for Restricted Stock Units where a single sale consists of multiple acquisition dates and acquisition prices?
Harry Sit says
tcmocca – You allocate the proceeds to each lot and treat them separately.
Jeremy says
Very helpful information here, thank you. I do have the same question as confused on 7/18/2009 though. If the value of the vested RSU’s is added to my wages for the year they vest, some shares sold automatically to cover taxes and I then later sell the remaining RSU’s, aren’t I being double taxed when I then report the sale on my Schedule D?
Bruce Brumberg says
With restricted stock units, the biggest sources of confusion arise when companies use automatic share withholding for the taxes. Instead of getting all the shares granted, you just get the net shares.
For example, instead of getting the 1,000 shares in the grant, you only get 750 in your account. You are still taxed on the value of the 1,000 at vesting and need to remember when you eventually sell the 750 shares, that you use the cost basis for this number of shares and not the 1,000 shares.
TaxBozo says
My company issued me several RSU grants throughout the year. For each one, they sold to cover. The records that came back from the broker has the sell-to-cover transactions arranged in FIFO order, so for example:
Grant 1: 2/1/2009 100 shares, 40 are sold to cover from grant 1 lot.
Grant 2: 3/1/2009 100 shares, 40 are sold to cover from grant 1 lot.
Grant 3: 4/1/2009 100 shares, 40 are sold, 20 from grant 1 & 20 from grant 2.
Grant 4: 5/1/2009 100 shares, 40 are sold to cover from grant 2.
This style of reporting seems to contradict the simplified tax statement you have above, and considerably increases my tax liability over these sales. I have heard a rumor at work that I can ignore the broker reports because the sales were made to obviously cover taxes for each grant, and this is adequate documentation of lot allocations so that I can claim them as:
Grant 1: 2/1/2009 100 shares, 40 are sold to cover from grant 1 lot.
Grant 2: 3/1/2009 100 shares, 40 are sold to cover from grant 2 lot.
Grant 3: 4/1/2009 100 shares, 40 are sold to cover from grant 3 lot.
Grant 4: 5/1/2009 100 shares, 40 are sold to cover from grant 4 lot.
Is this adequate documentation? (I only have email from my employer and the RSU contract that state this.)
TaxBozo
Claudia says
When my RSU vested, I used the option to sell all shares. My company used a broker so I’ve just received a 1099B that lists the gross proceeds instead of the net proceeds (as your “RSU sales and tax reporting” post suggests).
Where can I report the broker fees?
Thanks!
Lisa says
I believe I understand everything that you have said. Thank you for that. My question is…I sold 847 shares. The shares were acquired on different dates. Do I have to input them in turbo tax by the different acquisition dates? Thanks again.
Mike says
A portion of my restricted stock vested and my employeer sold shares to pay the taxes. The remaining shared are transferred into my e-trade account. My w-2 included the sold to cover the stock but does not include the value of the remaning stock. Do I need to report the remaining stock as income?
Thanks,
Mike
Harry Sit says
Lisa – You should report each lot separately.
Mike – Double check your W-2. It should include the value of the vested shares as income and the value of the sold shares as tax withholding. If you are sure it’s wrong, contact your employer’s payroll department.
mpub says
Thank you for your information. It is very helpful and easy to understand
I have 1 question for you on the sample of SELL to COVER
since you have 59 shares left for future sellable, what happen if you sell 20 shares for your own use out of 59 shares on the same year with 41 shares (sell to cover tax)
how do you report on turbo tax premier (turbo tax suggested I use premier version instead of deluxe)?
I entered as follow:
100 shares vested
41 shares sell to cover tax (E-trade sold 41 shares on separate transactions- 39 shares and 2 shares on 1099B)
sold additional 20 shares on the same year for extra spending.
I entered 20 shares vested and sold 20 shares but turbo tax increase my income as 20 shares * 50 as my net proceed on W-2
please advise
thanks
Susan says
Thank you very much for the tips. It is very helpful.
My situation is a little bit more complicated. I had 500 shares of WYE vested at 42.1 on 4/27/2009, because of acquisition by PFE, I was tendered $33 plus 0.985 shares of PFE valued at $17.66 for each shares of WYE on 10/16/2009. I am still holding PFE shares. How do I report my tax return using Turbo Tax? Thanks in advance for your advice.
VR says
Thank you very much for all your tips – I really learnt a lot. Here is my situation:
89 shares vested on 05/27/2007
24 shares were withheld by my company and sold on the same day for taxes
65 shares were deposited into my e-trade account
my company reported both income and taxes on the W2
my company did not use the broker for the withheld shares
i did not sell any of these shares in 2007 so, i just reported what was on W2 in 2008 tax year
i did not report the withheld share sale by my company – am i in violation of something?
i sold the 65 shares on two different days in 2009
30 on 10/27/2009
35 on 11/04/2009
All above examples are about selling all shares in one lot the same they vested.
How do I report this sale in 2010 using turbo tax since they are nearly 3 years later and in multiple sales?
Do I need to report the withheld shares also – if so how since 2 years have past?
Any help will be much appreciated.
Cathy J. says
Hi. I’m so confused. My husband received stock from his employer — they are calling it an award, “Employee Free Shares Plan.” Each year, depending on how business does, they give an award, half in cash, paid through his paycheck, and half in shares of their Company stock. (Not sure if it matters, but it is in pounds converted to USD when we sold shares.) In 2009, he sold his shares that were given to him in 2008 and in 2009 (so I’m supposed to split into long and short-term if I understand correctly from all my reading). He received a 1099-DIV, which was just dividends, so that was easy. Also received a 1099-B. On the 1099’s, the account is referred to as “Restricted Stock Plan Account.” I’m using Turbo Tax Deluxe, and it is asking me questions such as Cost Basis and dates acquired. I’ve also read here and in IRS documents about whether or not it was included on his W2 as income… I have no idea what to do. Any help you can give would be much appreciated. Can’t afford to go to tax consultant right now!!! Thanks.
Harry Sit says
VR – If your company didn’t use a broker and simply gave you fewer shares to begin with, you don’t have to report the withheld shares.
Everyone – When your shares vest, think of it as receiving a cash bonus and buying shares with that bonus. The cash bonus is added to your income on the W-2. Your cost basis in each share is the price per share on the vesting date. When you sell your shares, you report the sale proceeds, your cost basis, and your gain or loss.
Susan says
Hi TFB – But if the RSU shares turned into shares of a different company, the acquisition company, was the transaction considered as selling of the original shares and then buying of the new acquisition company shares? Or was the transaction simply considered continuing holding of the old shares?
Harry Sit says
Susan – For your part-stock-part-cash merger, you have to take into consideration the value of the PFE shares you received on the date of the merger. Basically if the value of the PFE shares you received on the merger effective date was greater than your cost basis in your WYE shares, you carry your cost basis into the PFE shares and the cash portion is all capital gains distribution. If the value of the PFE shares was less than your cost basis in WYE shares, the excess cost basis becomes non-taxable return of capital and any additional cash on top of that is a capital gain.
I googled “cash stock merger cost basis” and got this PDF document by Schwab as the first link. There are some examples there. If you read carefully and follow the examples with your own situation, you will get it.
Harry Sit says
Susan – You may also find this calculator helpful.
Poo says
Thanks for the article.
I think i understand it but i want to make sure i got it right and i do have a couple of questions
Lets say i have 100 rsus which vested on april 2009 and 50 rsu vested on Nov 2009 and the value basis for both are 20$
My company withheld taxes using shares (amt of taxes is mentioned for each of these allotments in etrade)
example :
100 RSUs at value bases 20$ : Taxes withheld by employer were 1000$ and 70 shares were given back to me.
I sold the 70 shares after 15 days in april itself for say 25$, after SEC and brokerage fee i get 1729$
When filling taxes using a software i enter 2 different entries
1. For the 30 shares, cost and selling price = 1000$, so profit/loss = 0.
2. for the 70 shares is it correct to fill the cost basis as whats mentioned in my W2 ? 100 * 20 = 2000$ and selling price as 1729 ?
Now for the 50 RSU, my company say kept 20 and gave me 30 shares. I’ll file 0 as profit/loss using the taxes withheld.
What do i do for the remaining 30? I have not sold the 30 shares in 2009 and my W2 does include 50 * 20(value basis) = 1000. I did sell them in 2010.
Harry Sit says
Poo – That’s not correct. Read the article again and also read the follow-up RSU Sell to Cover Deconstructed.
Poo says
🙁 sorry about not understanding it correctly. I tried reading it again.
Did i get the cost basis incorrect? I think I’m confused.
Is my cost basis 70 * 20? What about the W2 income?
Poo says
I think i get it now.
The cash bonus of 2000 and the taxes of 1000$ are already accounted for.
So now if i sell at a price greater than 20 i report gain else loss.
So in case 1
for the 70 shares i put the cost basis as 70*20 = 1400 and my selling price as 70*25-20 = 1729 and hence i have a capital gain.
For case2
I remember my cost basis as 30*20 and when i file my 2010 taxes i use that amt.
Thanks a lot for this great read!!
Ashley Dunham says
This is great information. I have RSUs that vest once a year over the course of four years. My company forces “sell to cover” and does not use a broker (apparently) as I have never received a 1099-B for these transactions.
I just filed my 2009 taxes and was not aware that I should enter anything into Schedule D since I had no short-term gain/loss on the transaction and all income and tax withholding information was already included on my W-2. Since the event creates no unreported tax implications, is this really an issue? Do I need to go back and amend my return to account for the zero gain/loss transaction? I hope not.
Thanks.
Harry Sit says
Ashley – If your company doesn’t use a broker and you have zero gain or loss, I think you will be OK with not entering anything.
Ashley Dunham says
Thanks, TFB. In the future, I will do as you suggest and report the zero gain/loss transaction for sake of completeness. I just wish I had found your site sooner. Great info!
Anton says
I have a question for ‘Sell to Cover’ case:
Since the company already withholding some of my RSU stock for tax purpose (for example, I have 100 shared vested, but only getting 60 shares, 40 shares are withhold for tax ), why they still report the total vested share value in W2 accounted for tax again?
Would this causing paying *double* tax?
1) the 40 shares value witholding when the stock is vested
and
2) the reported RSU value report in W2 as wages
Please clarify! thanks!
Harry Sit says
Anton – Think when your company pays you a $1,000 cash bonus and withholds $400 for taxes. What is reported on your W-2 for that bonus? $1,000. It will not cause you to pay *double* tax because the $400 withheld is also reported on W-2. It’s the same concept when your company pays you the bonus in shares instead of in cash.
Anton says
TFB – Thanks for your explanation! So you mean once the RSU got vested, they will report the value of them as wage in W2, and also at the same time put the withholding tax in W2 (or in my pay stub) as well?
Anton says
TFB – Never mind, I read again your reply and got the answer! 🙂
Cathy J. says
Still not sure if I’m getting this right. Employer issued stock award (based on company’s performance prior year) on 3/31/08 and 3/31/09. Employer paid full value at time of award via paycheck and was taxed fully at that time on entire amount. Half of the award was given as cash compensation, and the other half was used to purchase shares of company stock, which was done by a broker, and the company put into an account under our name. Stock was fully vested when given. If I understand you correctly, the cost basis would be the price of stock on the date it was granted (3/31 each year). Let’s say full award was $500, which was fully taxed via paycheck; $250 was “cash” and $250 was used to buy company stock through broker, in our name, fully vested on 3/31. Would cost basis be the $250 value of stock purchased? (If so, would do this for value given each year…) We then sold all shares from 2008 and 2009 in 2009. Would I then take the sale price (split by how many shares given each year times their value at time of sale), minus/plus the cost basis, which would be determined as capital gain or loss?? 1099’s refer to this as Restructed Stock, but it was fully vested when given and the “restricted” part is confusing and doesn’t seem to fit exactly into anything I’ve read. Please advise. Thanks.
deepesh says
TFB,
On my W2, RSU is shown in box 12c with code V as total amount vested and I received a letter from broker showing the qty of stocks withheld for taxes and broke down in fed, state, soc, and medicare. Is this same as sell to cover and I should show zero gain/loss on sch D? Is RSU same as non-statutory stock option?
deepesh
Harry Sit says
deepesh – RSU is not the same as non-statutory stock option. Code V in W-2 box 12c is for non-statutory stock options.
Cathy J. says
TFB, for some reason you don’t answer my posts — I’m sorry if my questions don’t make sense to you. I’m really trying to understand all of this. I don’t know what to call it (RS, RSU ESO, or whatever, and no one I’ve asked seems to get it). All I know is that it’s referred to as an incentive award of half stock/half cash, and the entire amount shows up on paycheck and is taxed; half the company transfers to a broker who buys company stock in our name, and then it’s up to us what we do with it. The 1099-B says Restriced Stock Plan Account on top. I have read all the definitions of stock options, and none simply say that it is given in this way. They talk about vesting, etc,, but we wouldn’t have received award if we weren’t vested. You mention 3 choices (same day, sell to cover, cash transfer) — we weren’t given a choice so I don’t know how to categorize. It seems like it might be considered same day, but I have no idea. In Turbo Tax Deluxe, it asks questions, and confuses me further. Seems like I shouldn’t call it anything to do with an employee stock option, just treat it as if we bought stock ourselves, use cost basis as amount company gave us (bought for us through broker) to buy their stock, and then whatever date we sell would determine short or long-term sale. In our case, it would include both, and Turbo Tax wants me to split it. If I split it, then the numbers that appear on 1099-B won’t be identical to what I input, so that is really where I’m totally confused. I don’t know how to make numbers match since there are dividends which were reinvested and fees, all of which won’t show on my 1099-B. Please answer my questions. Even if I’m an idiot, please just let me know that you can’t help me because I don’t know enough on subject… thanks.
Cathy J. says
P.S. Turbo Tax says to treat as two different sales and split into how many shares were bought (44 first time 81 second time), but they were all sold same time (130.0677 shares) — so if I do that, none will equal amount on 1099-B, if that makes any sense at all. Sorry I’m so confused.
Harry Sit says
Cathy – I didn’t answer your question because I don’t know enough about it. From what you described, it does not sound like a typical RSU program. So the company gives you a sum of money, let’s call it $10,000. It’s just like a cash bonus. It’s taxed. Where does the tax withholding come from? Presumably from the cash portion? So they send $5,000 to the broker to buy shares and you end up with the shares plus ($5,000 minus tax withholding) in cash? If that’s the case, it has little to do RSU. It’s just straight buy-shares-with-cash.
Your basis in these shares are the total cash you spent on buying the shares plus reinvested dividends. You have to separate the lots into short-term and long-term. List all your purchases and dividend reinvestment by date, # of shares, $$.
xx/xx/xx bought 44 shares with $??
xx/xx/xx bought ?? shares with dividend of $??
xx/xx/xx bought 81 shares with $??
xx/xx/xx sold 130.0677 shares for $?? (1099-B)
Draw a line at the one-year from date-of-sale mark. Allocate your sales proceeds proportionally to the number of shares. Holding period shorter than 1 year is short-term. Longer than 1 year is long term.
deepesh says
If RSU is not same as non-statutory stock option then I don’t know why the RSU amount is shown in box 12c under Code V on my W2. I know it is RSU b/c broker’s statement says that and that is what I got from my company.
What do you show on ur return, non-statutory stock option or RSU? I used RSU sell to cover method on my tax return.