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Thanks for the reply Thomas.  The images are really help too.  Make sense, but on one of the ESPPs I got a prompt to fill the discount % and that other worksheet appeared asking for 3922 info I don't have.  Now that triggered the creation of this form.  I originally filled it out for one stock (as described above), but tried to deleting that info hoping the form would go away (it didn't).  Now the "smart check" is stopping on this form again asking me to fill it out (see below).  Do I need this?  Is there any way to delete this form? It seems above and beyond what you described.  Also, I don't have all the requested inf.  I tried to delete the information but I still have this form and the check keeps stopping at it.   Thanks for your help.