vestingtax.com
RSU tax calculator

Reporting RSUs in H&R Block software

H&R Block follows the same W-2 plus 1099-B pattern — fix basis before accepting refund estimates.

Rates and rules change. Content is reviewed for tax year 2026. Check the last-reviewed date and methodology on each page, then confirm against IRS or state guidance before you file.

Spot an outdated rate or date?

We update when we can, but we miss things. Send a link to the official source if you have one.

Email us

In plain terms

H&R Block uses an interview-style flow: enter your , then go to Federal → Income → Sale of Stocks, Mutual Funds, Bonds, and Other under the Investments section. When Block imports a with $0 basis, use the path to adjust to . H&R Block Online and downloaded software use slightly different menus, but both need the same correction — basis from records, not from the broker line.

How the tax works

H&R Block reports stock sales on Form 8949 like other consumer products.

Imported $0 basis inflates gain unless you override in the sale interview.

wages already include income — the sale is about price movement after .

Block sometimes summarizes multiple lots; expand to lot detail when dates differ.

What to check on your end

  • entered before brokerage income.
  • Each sale's reported basis on vs your records.
  • Whether the refund meter dropped right after importing sales — often a $0 basis signal.
  • Short- vs long-term from , not purchase date (for , is usually the start).
  • Final Form 8949 preview before filing.

Common mistake

Assuming the refund estimate drop means you really owe that much. In H&R Block, an unadjusted $0 basis on sales is the usual culprit — open the sale, enter as basis, and watch the estimate recover.

Example scenario (hypothetical)

Illustration only, not your tax situation.

Example: Avery imports a sale showing $0 basis and an $11,000 gain. records show $10,500 basis. In the sale interview Avery selects adjusted basis, enters $10,500, and the gain drops to about $500.

When a CPA is worth it

  • Basis adjustment options are unclear in the product.
  • You have many lots to reconcile.
  • Totals do not match after adjustments.
  • You received corrected broker forms.

Sources and notes

Primary tax claims on this page are supported by the official and secondary sources below. Broker and software links describe reporting mechanics — confirm rules against IRS or state guidance.

How RSU vest wages and share sales appear on W-2, 1099-B, and Form 8949.

Related pages

For learning, not filing

VestingTax.com is not a CPA firm or tax preparer. Grants, employers, and states all differ. Use the cited IRS and state sources above, your own documents, and a qualified tax professional before you make decisions from this guide.

Editorial standardsDisclaimer