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(2024) Adding ESPP ordinary income not included in my W-2
In the 2024 online version of TurboTax, how do we get to the screen where it asks if our ESPP ordinary income was included in the W-2 or not ?
I have a situation in which my ESPP gains were not reported in my W-2. This was because the broker moved these stocks to my "personal" account. How do I correctly report the discount on W-2 and then ensure that the correct cost basis is set? It seems like every year this process changes in TurboTax based on some search in the forum.
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March 31, 2024
11:04 PM