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Get your taxes done using TurboTax
I suggest you only enter lots 1 - 4 as Employee Stock Purchase Plan sales. For lot 5 report it without indicating it was employer stock/ESPP shares. Your cost basis in lot five is the discounted amount you paid, plus the amount of your discount that was included in your W-2 as wages. Entering like that will prevent the program from treating all five lots the same.
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March 5, 2024
2:15 PM