ThomasM125
Expert Alumni

Get your taxes done using TurboTax

TurboTax does not get vesting/release information automatically. When you enter your investment sales in TurboTax, you need to indicate that your sales included employee stock:

 

Choose the option to enter your sales one by one. When you enter your stock sale information, check the box that indicates that your cost basis is missing or incorrect:

 

On the next screen, indicate that you need help determining the cost basis:

 

 

Later on you will see a screen that will references form 3922 and on the next screens you can indicate that you have the Form 3922 and you will be able to enter the numbers off of it:

 

 

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