Entering Accelerated RSU Vesting
Where should I enter accelerated RSU vesting?
Enter the value of the vested restricted stock units as a taxable cash inflow in Cash Flow Inputs for the year they vest.
Because RSU vesting is generally treated as ordinary taxable income, it should not be entered as an investment account contribution.
What happens after vesting may need to be modeled separately:
- If the shares are retained, increase the balance of the appropriate investment account.
- If the shares are sold, add the net proceeds to cash or the applicable investment account.
