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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. Check the tax year and last-reviewed date on each page, then confirm against IRS or state guidance before you file.

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H&R Block follows the same pattern as other software: enter the with income, then enter sales and adjust the when it shows $0. The menu names change by year, but adjusting basis to the value is what prevents an inflated gain.

Why this happens

All consumer tax software reports stock sales on Form 8949 and Schedule D.

A $0 imported basis will overstate the gain unless corrected.

Your already includes the income, so the sale is about price change after .

What to check

  • That your with income is entered first.
  • Each sale's reported basis on the .
  • Your records for the correct basis figure.
  • Whether the refund estimate jumped when a sale imported with $0 basis.
  • Short- vs long-term holding classification.

Common mistake

Reacting to a sudden drop in the refund estimate by assuming you owe that much. Usually it is an unadjusted $0 basis inflating the gain, fixable by entering the correct basis.

Example scenario (hypothetical)

Illustration only, not your tax situation.

Example: Avery sees the refund estimate fall after importing a sale with $0 basis showing an $11,000 gain. The shares vested at $10,500. After entering the correct basis, the gain drops to about $500 and the estimate recovers.

When to get help from a tax pro

  • 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.

Related pages

For learning, not filing

Grants, employers, and states all differ. Use your own documents and a qualified tax professional before you make decisions from this guide.